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Estate Planning

Estate Planning

"Plans are nothing; planning is everything."

- 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?