- Dwight D. Eisenhower
Putting together a thoughtful estate plan can be hard to do. We help our clients answer some of these tough estate planning questions:
Should I be gifting to my children/heirs?
Who should I call to get a trust or will set up?
Can I do it myself?
Do my children or heirs need to be involved in setting up wills and trusts?
What happens if my spouse or I need to go into an assisted living home?
What happens to our accounts if my spouse dies or if I die? Will the survivor have access to money?