Your Initial Estate Planning Consultation
The 8 Pillars of Est8Planning
Working with your estate planning team,
consisting of your legal, tax, insurance, and financial planning
advisors, you have the opportunity to create and maintain an estate plan
that will work effectively to benefit yourself and your loved ones.
These are the 8 Pillars of the Est8Planning Process:
- Learning what options are available to you and your family
through our Est8Planning Essentials workshops and our monthly
newsletters.
- Teaching your advisors about yourself and your family, your
values, your goals, and your dreams.
- Gathering all relevant information about your assets and
conveying that information to your advisors.
- Visioning how your goals and dreams can be accomplished
within the spectrum of viable strategies.
- Planning the specific steps for realizing your goals and
dreams.
- Implementing your estate plan through documentation, asset
transfers, and beneficiary designations.
- Reviewing your plan to make sure it will continue to work as
you intend.
- Updating your plan to take into account inevitable changes
in your health, your assets, your family situation, and the tax and
legal landscape.
Call us to reserve your seat at one of
our Est8Planning Essentials workshops and get started down the road to
having in place an estate plan that will accomplish your objectives. |
