First, we’ll provide you with a Family Wealth Inventory and Assessment worksheet, which you’ll fill out and return it to us so that we can have the most productive time together. This assessment will help us understand the specifics of your situation concerning estate planning. After that, we’ll schedule a Family Wealth Planning Session in which we will explain to you the basics of estate planning, its importance, and other essential information. If you feel that your estate planning situation is not in order and you’re ready to work with us, we’ll go ahead and create an estate plan that will perfectly suit the needs of your family.
As professional estate planners, we’ll help you design a revocable living trust in which you’ll name the beneficiaries of your estate when you die. A revocable living trust can be changed as your circumstances or wishes change. This planning tool helps your family to avoid the cost and delays associated with probate, minimizes estate taxes, offers flexibility, and protects the privacy of the trust owner.
You can take advantage of our advanced estate planning services in case you have additional needs.