We provide comprehensive estate planning to protect your family, your wealth and your legacy. At the Estate Planning Group, our clients become part of our family, with personalized service and planning that fits your unique circumstances.
Our approach is educational and comprehensive – we help to identify each client’s individual needs, desires and values, and then we partner with our clients to help design the plan to best ensure their family, their legacy and their wealth will be protected and supported just as they wish.
SCHEDULE A LIFE AND LEGACY PLANNING SESSIONPROFESSIONALS
Doctors, accountants, attorneys – professionals that are at risk of malpractice liabilities should consider advanced asset protection tools that we can help you implement right away.
The right strategy, properly executed, can be the difference between weathering an adverse claim or losing all you’ve worked for.
BUSINESS OWNERS
Business owners and the attorneys who counsel them on business matters often overlook the critical planning to protect their family and their business in the event of a tragedy, or even orderly succession for retirement or an owner exit.
From minimizing tax exposure to liability protection and protecting against infighting or unqualified individuals gaining control of the helm – proper planning is critical to your business and your life. You and your family, as well as your business need an “estate plan” that covers all of the bases.
SCHEDULE A BUSINESS LEGACY PLANNING SESSION
AGENT UNDER A POWER OF ATTORNEY
Has your loved one named you as their agent under a Power of Attorney? Do you know what you need to know to wield that power with care and diligence? Your best bet is to get counsel on what that power means, what it can and cannot do, and how to use it wisely.
TRUSTEES & PERSONAL REPRESENTATIVES
Have you been named as a trustee or a personal representative (executor) for someone else? Acting as a trustee is a big responsibility. Take it seriously and get the support you need to do the job right. We can help you get and stay organized, understand your responsibilities and fulfill your fiduciary duties.
SCHEDULE A MEETING
We're here to answer your questions and help you begin your Life & Legacy planning journey. Reach out today for a complimentary consultation.
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