Strengthening your family’s financial future is an important, but often complex, process. Thoughtful planning is needed to preserve a business, steward assets and help safeguard family values.
We know that this type of planning is challenging to face and easy to put off. We help you prepare for your meeting with an estate planning attorney by discussing the issues you are likely to face and explaining common options. With your permission, we prepare a brief for your attorney. If you do not have an attorney, we can help you find one. We can also attend the meeting if you wish, to help make sure your questions are answered and be a second set of ears.