When we first meet with clients to discuss their estate planning strategy, many are noticeably floored by the number of questions we ask and how detailed those queries become as we try to get to know them and their family. In our world, this discovery process comes...
When the topic of estate planning comes up, many people assume incorrectly that the conversation doesn’t apply to them. They hear “estate” and think we’re talking only to the rich people in the room. Maybe you have thought this, too? “That’s for people who have a...
There are few things more challenging than dealing with all the choices one must make after the death of a spouse. Often the early days are filled with grief and loss, but there are an overwhelming number of decisions that must be made. In an ideal situation, a...
