Reviewing your existing plan.
Families, family dynamics and tax laws change. When these things happen, it is important that the provisions are appropriate for your current situation. We'll review all the details with you.
Planning for your attorney meetings.
We offer preparatory planning services to help you get your documents in order and be better prepared for your meeting with your attorney, potentially saving you and your attorney time. We can also help refer you to an attorney to help make sure everything is in order.
Ongoing reviews and updates.
As part of our review, we'll revisit your named beneficiaries on accounts, confirm with you that all assets are titled correctly, and help you keep your paperwork organized.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.