It’s more than Estate Planning — it’s Life Planning
If you have never been through a formal planning process, consider the estate planning workshop an essential first step.
Estate planning helps you make a difference in the lives of your loved ones even after you have passed by participating in ‘life planning’ for their futures. For families and individuals that go through estate planning, it can be rewarding for the participants and provide stress-free solutions for the people left behind.
Planning your estate can be challenging, but we are here to help every step of the way. We work with you one-on-one to talk through the hopes, fears, and expectations you have for you and your loved ones. Our commitment is to serve you by creating a snapshot of you, your family, and your assets – while considering the impacts of tax laws at the time your estate plan is created. With every change or addition to your family, we help you adjust your estate plan to match what you need.
Our Estate Planning Process
We explain key issues related to estate planning. We’ll teach you the default rules of estate planning, potential risks, and planning solutions.
2) Vision Meeting
Tell us about your family, assets, and goals. Whether you are concerned about planning for incapacity, asset protection, simply passing your assets, or creating a legacy, we help you create a plan that fulfills your vision.
3) Design Meeting
We flesh out the rough idea of your plan: who will be in control, who gets to benefit, and when. We’ll work together to identify who will carry out your plan, who will benefit from your plan, and exactly how the benefits will be administered.
4) Signing Meeting
We will sit down and walk through all of your plan documents to explain how each document works individually and how they work together to make sure that your plan can handle whatever life throws your way.
Having a plan is vital. Regularly reviewing that plan to keep up with changes in the law, your financial situation, and your health is essential to make sure your plan works.