Certainly, when one passes, a proper estate plan becomes critical. However, there is much that can be considered, and acted upon, while one is alive. Our experience is that, when successful families have generated sufficient wealth to live the life they want to live, their attention turns to subsequent generations. This allows for meaningful opportunities to promote? the stewardship of wealth across multiple generations. By understanding the entirety of our clients’ financial situations, as well as their unique family dynamics, we are able to collaborate with them and their estate planning attorney to design customized estate planning solutions that will benefit their family for future generations.
- Provide support with strategy, goal setting and implementation of documents
- Understand how family dynamics and charitable inclinations impact the plan
- Estate plan document review
- Prepare estate plan flowcharts
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