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Wills and Estates

Estate Planning

If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. Read More about Estate Planning.


Personal Record Keeper

Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.

View the Personal Record Keeper


Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.

Here is a checklist of some of the issues that should be discussed before you make your Will.



Having Crucial Conversations

Estate planning is done to prepare families for the financial circumstances when a loved one passes away. 

Read More about having crucial conversations.


Guide to passing on wealth

Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. 

View the Guide to passing on wealth.


Executor’s Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. 

View the Executor Handbook.

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