Setting up the Correct Estate Documents
It takes a lifetime to build a comfortable nest egg for retirement, however many have not fully evaluated exactly what would happen in the event of a premature death.
With a couple conversations, a few swipes of the pen, and a few sentences of an estate plan that summarizes all of your wishes and puts in place proper protections for your loved one can be achieved.
Managing Unknown Risk
We find that many of our clients when we first meet them are unknowingly putting their children and loved ones at risk and not even realizing it by leaving assets to them outright.
We walked through all the important considerations as it relates to each client specific familial situation.
Taking Care of Everything
We then conduct a state alignment across all of the client’s assets and financial accounts, meaning once the proper estate planning documents are put in place they directly help the client get account titling correct and proper beneficiaries updated on all their financial accounts in assets.