Estate Planning

This service balances educational focus with advice. We begin with an overview of estate planning documents, estate taxation, common estate investment options, and a discussion of the Client’s estate planning goals. We then analyze the Client’s estate planning readiness, which may include whether you have a will, powers of attorney, trusts, and other related documents. We always recommend that you consult with a qualified attorney when you initiate, update, or complete estate planning activities. We may provide you with contact information for attorneys who specialize in estate planning when you wish to hire an attorney for such purposes. From time-to-time, we will participate in meetings or phone calls between you and your attorney with your approval or request.