After decades of hard work, many of our clients find themselves in the position of considering these all-important questions. We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. That’s why we discuss your estate plan and legacy as part of the financial planning process.
We regularly work with our clients’ attorneys to help ensure that estate plans coordinate family goals with effective tax and investment planning.
We encourage all of you to read John's compendium book on financial planning. Your Survival Guide for Financial Success, which includes very easy-to-read and must-know chapters in this area.