Estate Planning

Have You Started Planning?

What are you leaving behind: Family conflict or a memorable legacy?

An Enhanced Estate Plan is an important way to ensure you are in control of your own legacy. Legacy is the way you are remembered by loved ones and how they would describe you after you pass away. You will leave behind much more than assets and gifts and those are the things that can impact your estate plan.

Enhanced Estate Planning consists of two stages:


  1. Having an Estate Planning Conversation


    • Estate planning begins with having a family meeting to discuss your values, wishes and intentions regardless of how difficult the subject is to discuss. The conversation can help avoid surprises, lead to better financial planning and promote family harmony

  2. Creating an action plan


    • Now that you know what you want to do, I can help you implement an action plan for your estate.

We can help create your Enhanced Estate Plan - contract us today.