All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and Continue reading →

1. Think broadly and deeply about what matters most to you. If you had all the money you needed, what would you do with it? If you had only five or ten years to live, how would you live them? If you learned you have 24 hours left to live, what did you miss?
2. Take this vision, sweep away Continue reading →

Parent of a Young Child

“I’m too young to get a will done; nothing is going to happen to me for a while.” “That’s something my parents need to think about.” “Yes, I have little kids, but there’s not much of an estate to get a Will yet.” I hear these comments often from couples with Continue reading →