Estate Planning

In our recent survey of clients the most requested topic for additional education was "estate planning."  Often the idea of getting your legal stuff organized and updated with a document(s) seems to be normal approach for many. While the basic documents of will, healthcare directives, power of attorney and living will are essential docs there is a lot more to the planning process. We invite your questions and more importantly the conversation around your values and your objectives. One of my friend's describes a successful estate plan as one where the family members all still love each other 1 year after you died.  Check out the video's below for some ideas that will likely spring some great questions. Download Family Preparedness Kit as well.