Our office approaches estate planning through a proactive process aimed at keeping you in control for as long as possible, and making sure your wishes are followed after you’re gone.
While designing a plan with you, we look at how you would like to use your assets while you are alive and well, personalize what disability would entail for you, ensure someone is there to take over if you were to become disabled, and lay out how and to whom you want your assets distributed.
We keep your plan up to date with our maintenance program. We commit to make sure your plan reflects any changes in the law, while you commit to inform us of any changes in your health or family. With us continuously committing to each other it ensures your plan is still current and that it will work long-term.