We’ve priced our estate planning for you and your family at the intersection of affordability and effectiveness. We start all of our plans with a Family Wealth Planning Session™, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the State Department of Unclaimed Property, when something happens to you.
Even if you never do any planning with us, the Family Wealth Planning Session™ alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have.
Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity.
If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.