We often say either you can have a plan or the government has one for you. Good estate planning helps eliminate EX’s, attorney’s, and the IRS.
As advisors we can assess your current situation, and provide direct & actionable advice to assist in what is important for you and your family.
I have recently had child
I recently got married
I am expecting an Inheritance
I have a lot of assets that would be a mess for my family should something happen to me.
Estate Planning Educational Resources