How we work with our clients, investments, financial planning, etc.
Our clients are clients of the firm. We do not silo our clients instead we share notes everyday so no matter who you talk to, your interaction will be cared for by all of us. We help clients with our five core competencies.
There are two basic estate plans. The government's estate plan or the one you and your loved ones create. It is our experience that most clients do not fully understand the implications of their estate plan. This can lead to clients procrastinating and signing documents they do not fully understand.
A mission of our team is for every client to fully understand their estate & legacy plan. From our conversations we can help facilitate the proper drafting of estate documents with our client's attorney.