Relying on a Report Card summarizing a detailed analysis of the steps you have taken to care for your loved ones after you die, you are presented with a detailed estate plan that is drawn up in conjunction with your attorneys. If you do not have an attorney, we will help you find a highly competent professional that you are comfortable with. Our team approach provides you with a system of checks and balances ensuring you will maximize the legacy you leave for your loved ones by minimizing tax on you estate. It makes sure your wills are adequate, your assets and liabilities are correctly titled and all beneficiaries are designated.

An important part of this stage in our wealth management process is helping you write a final letter to your loved ones. The letter instructs your loved ones who to call, what needs to get done and any other final wishes you specify that are not part of your will. The letter includes a comprehensive list of assets, liabilities, insurance policies, trust documents, and wills, and it can specify which children should receive family heirlooms with sentimental value to ensure family harmony survives after you’re gone.