Wealth planning and wealth management is core to you (and your family’s) quality of life. It’s an ongoing process not a one-time event. Life circumstances such as having a child, marriage, divorce, disability, and impending death affect your financial picture.
Whether your needs are straightforward or more complex, our process begins with a personalized review of your financial and life objectives. We work together with you, your CPA, financial advisor, and insurance professional to identify and understand your
- key goals,
- wealth management issues most important to developing your net worth statement,
- and assess your current financial situation.
Using these tactics, we draft your estate and wealth management legal documents, plan for life changing events through several types of estate planning techniques, discuss considerations for retaining, transferring, or sharing your wealth. The final estate planning document package is completely customized to your unique situation and goals.