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Estate Planning

Are you sure your estate planning documents are going to work the way you intended?

Estate planning is made up of four main components:

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ESTATE PLANNING FACILITATION

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Traditionally people think of estate planning as an attorney generating a legal document for them. More than 75% of families' estate plans are not complete and have problems waiting to happen.

SURVIVOR AND TRUSTEE COACHING

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Our intention is to have such a strong, ongoing relationship with our clients that we have the privilege of maintaining their family’s estate plan over many generations. After all, a big reason to complete your estate plan to begin with is for family unity throughout time, correct?

ASSET PROTECTION

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There is much more to asset protection than avoiding probate. Our plans have provisions for protecting assets from the high cost of care and even higher skilled nursing costs. Is your estate-plan all it can be? Let’s find out!

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ESTATE SETTLEMENT 

& WEALTH TRANSFER

The Estate settlement and distribution phase is often a very tumultuous and drawn out process. With our relationship, support and coaching, estate settlement is a very coordinated and successful effort. Our estate management services greatly minimize the estate settlement process after death.

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