5770 Gateway Boulevard
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.
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.
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.
In our review, we will go over the details of your estate plan and make sure it is in alignment with your current plans. We will also advise of any potential risks or issues to address with your attorney.