Estate Planning


“I always thought that estate planning was just something for wealthy older people to do, but the more I read I realize that we need to have plans in place to make sure that our wishes are carried out as far as what happens with our kids and our stuff if we are no longer around.”

Estate planning has certainly had the image of being something for people with massive estates to avoid or minimize estate taxes upon their death. Estate planning is certainly a vital planning aspect in those situations, but basic estate planning, such as establishing wills, living trusts, powers of attorney, and advance medical directives, is an important financial planning component for most families with children and a healthy mix of assets.

Estate planning can allow you to make sure that your wishes are followed regarding the distribution of your assets and the care for minor or special needs children. It is another area that can be very easy for people to “put off for another day”, but we make it an important part of our discussion for overall planning.

While we have some experience in the basics of estate planning (especially regarding the connection with investment and life insurance planning), our primary focus is to connect you with a quality attorney who can help you discuss your situation and the options that are available to you. We have access to several very knowledgeable attorneys that we could refer you to. Then, in partnership with them, we can help you review your overall plan to identify if there are additional opportunities that can make your plan complete..

We are happy to be available to discuss your situation personally. We have also provided some helpful resources for you below to get you started. Contact us today to arrange a time to speak with one of our staff members. Don’t put this important planning component off any longer.