Whether your net worth is $10 million or $1 billion, the answers to these questions should be aligned with your purpose. If that’s not the case initially, we’ll efficiently coordinate the drafting of updated documents with your attorney, with the goal of uniting your plan with your desires.
We’ll also take you through a periodic estate planning “fire drill” intended to give your family peace of mind that your assets are titled appropriately, your beneficiaries are designated as you intend, and those you’ve chosen to oversee your eventual estate have the knowledge and resources they need.
Estate planning can be crazy complicated, but our job as advisors is to distill our clients’ plans into language and concepts that are easy to understand and follow.Donald ScottDirector of Estate Planning and Family Wealth Strategist Get to know our team
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