We approach estate planning by focusing on the opportunities available to you. Your overall plan may include a multi-generation legacy benefiting your children, grandchildren and great grandchildren. Why not envision a young heir several generations in the future who knows your name and story because of the benefits they receive from your planning foresight? Or an orphan in Honduras who graduates college someday because of the family foundation you created today?
Of course we focus on the details as well. We partner with a law firm to ensure legal documents are properly drafted and coordinated with your assets and beneficiary designations. We help you identify the key individuals involved and conduct family meetings to communicate your plans.
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