ESTATE PLANNING DEFINED:
I want to control my property while I am alive and well. I want to plan for me and my loved ones if I become disabled. Then give what I have:
- To Whom I want
- When I want
- The way I want
- All while assuring my wisdom is transferred along with the rest of my wealth.
ESTATE BLUEPRINT SERVICES:
We have created a process that requires a regular review of your plan. This includes ongoing education and a check system to verify all assets are planned for. More specifically, any assets acquired after the original funding of assets would need to be added to the estate plan. Read more...
Our office provides services to handle these considerations, but we help people design and develop a personalized plan to meet their expectations. How do we do this, “You teach us the family, we will teach you the law.”