Whether your net worth is $10 million or $1 billion, the answers to these fundamental questions should be in alignment with your purpose. If that’s not the case initially, we’ll efficiently coordinate the drafting of updated documents with your attorney to create this important alignment and work towards accomplishing your goals for your family and/or charity.
We’ll also take you through an estate planning “fire drill” on a periodic basis, helping to provide you with the confidence 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 ScottFamily Wealth Strategist and Partner Get to know our team
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