Legacy and Estate Planning
How will you be remembered once you are gone?
What will become of your estate?
Will your spouse, children, and grandchildren be financially secure?
Who will look after your family and protect their best interests when you no longer can?
What steps can you take today to help ensure that the other members of your family will be competent, when the time arrives, to manage their own financial affairs?
For many of our clients, these questions are as important as any others, and we see it as our responsibility to plan today for our clients’ futures, knowing that life is unpredictable. While we cannot control the future, we can plan for it. In so doing, we help ensure that all of our clients will be able to sleep well at night, knowing that their affairs are in good order and their wealth advisor is alert, focused, and prepared for whatever the future may bring.