Estate planning is important, regardless of your level of wealth or complexity of situation. Proper estate planning provides a powerful roadmap for your family, business, and other legacy interests to follow as well as simply an orderly transition of assets. This roadmap also provides guidance for late-life healthcare decisions, the extent and manner of your care, and specifics for what happens at your passing.
We start by reviewing your existing estate plan documents to ensure they are complete and up-to-date with both intentions and current law.
We recommend uploading copies of your legal documents to the secure vault in your personal financial website that we provide you. The vault will give your agents, executors, and trustees ready access to the documents from anywhere, at the time needed.
Successful estate planning calls for an integrated approach, taking into account technical, legal, and tax considerations as well as personal lifestyle concerns and family dynamics. We work in tandem with your other advisers, often as coordinator, to ensure that you arrive at a holistic, integrated solution that addresses the many layers of concern involved in estate planning.