Estate planning is a thoughtful process that considers what happens to your assets after death. Every plan is uniquely crafted just for you because it reflects your unique priorities, family dynamics, and financial situation.

 

The estate planning process takes into consideration your wishes regarding what happens to your property upon death. While this may seem simple, there are many elements to consider because estate planning is about more than wills and trusts. It’s a thoughtful process that includes your unique relationships with family and friends, distribution options, and tax repercussions. While online documents may be tempting, our process leads you through a series of important considerations that may be neglected in an online form or may not even occur to you. For instance:

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• Do you have people that you want to specifically disinherit?

• Do you have a mixed family with unique dynamics?

• Do you have a pre- or post-nuptial agreement? Do you need one?

• What happens if a beneficiary is on government benefits?

• What happens if a beneficiary dies before you?

• And, do you have beneficiary designations on accounts already?

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These conversations often surprise our clients and lead to a deeper understanding of what the estate plan needs to accomplish and how. If you’re in a rush, perhaps we aren’t the best fit. But if you want someone to consider your situation holistically and craft a plan that works with your particular needs and priorities, we're here to help.