Encouraging family stewardship
An estate plan is not complete when the documents are signed. Periodic review and taking into account changes in circumstances is part of our process. For many clients preparing children, grandchildren and other loved ones to inherit and receive assets is as necessary as maximizing returns and tax savings. Our time intensive, highly personalized approach fosters trust and provides us with a nuanced understanding of our clients' families, their aspirations, values and concerns. Guided by the client, we apply that understanding to counsel, assist and prepare other family members to manage their resources to accomplish important personal goals.