It’s a topic that many people don’t like to think about and one as a culture we don’t often discuss openly or proactively. We spend a lot of time in our lives working to accumulate assets and perhaps we may be fortunate enough to inherit wealth, so it makes sense at some point, to spend some time on our estate planning. It is important to be aware that estate planning can be a very emotive topic. Combine money, love, relationships and family dynamics in one conversation about your estate plan and things are likely to get a little emotional. Add blended families to the mix and things maybe even more emotionally charged.
We’re ready willing and able to assist you in developing your estate plan, and we will work with your legal and accounting professionals where appropriate.