Estate

Often our greatest fear is the fear of the unknown. Just talking about death and preparations for what life will be like when you are gone can feel as if you’re somehow speeding the process along. The bottom line is that our lives do not come with an expiration date. Delaying, ignoring, or just putting off this discussion is precarious. If there is no Estate Plan in place, the results can be catastrophic for the family and friends that remain.

We are not here to tell you what to do, but we are here to help make sure that your wishes are
documented and carried out. Do you have real estate? Do you have a blended family? Do you
have a business? Do you have special needs children? Do you have assets over $1,000,000? Are
your children married? Who should manage your estate? Are you the main financial decision-
making spouse but don’t have an estate plan? Are you living with someone you are not married
to? Do you have a lot of stuff that is meaningful to a lot of people? These are just a few
situations that can cause incredible pain for those left after your death. With no Estate Plan
you can compound the pain of loss for loved ones.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Learn More

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Learn More

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Learn More

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Learn More