Are you aware of what would happen to your assets if you prematurely passed away today?
Our estate planning process is first and foremost about education. The first step is helping a family understand their current estate plan, or the ramifications of having no estate plan. If the current plan matches the family’s needs then it is simply a review that can occur during the course of the relationship.
Estate Planning Considerations
Next, there is active involvement with the client, his or her immediate family, and in some cases multiple generations, to understand their testamentary intent. Once a client’s intent is fully understood we work with Counsel to implement the plan.
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Education Planning
Special Needs Planning
Education Planning
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Special Needs Planning
Education Planning
Retirement Planning
Special Needs Planning
Special Needs Planning