Focus the practice on estate planning matters or treat it as a sideline?
Design an estate plan based upon YOUR stated goals?
Review your options at each phase of the estate planning process,
identifying solutions to recommend to achieve your goal?
Work to ensure that your estate plan succeeds as designed?
Integrate your estate, financial, and tax planning strategies?
Segmenting your estate and financial planning with no coordination between advisors and consultants leads to unsynchronized planning. Successful estate planning requires that your financial and tax planning goals are integrated into your estate plan.
Protecting what you’ve built requires coordination, integration, and ongoing
monitoring and updating of your plans to ensure your goals are met.
Schedule your complimentary initial consultation.