One of the first things we will do is sit down for a real, thoughtful conversation about your wealth, assets and concerns. This conversation will take as long as it takes, but our focus will be on what things are like right now for you. Once we understand where you are, we can efficiently lay out what an estate plan could look like.

From there, we’ll discuss your wishes and any unique plans you may have had for your wealth. Not everyone needs the full slate of estate planning options. These include:

• Powers of attorney
• Advanced directives
• Wills
• Trusts
• Tax planning

But most people could use more of those options than they think. Another important factor to remember is that if you don’t do it now, the state will do the estate planning for you, and that will be a significant burden of cost and decision-making left to your heirs and family.

By taking the steps now, with us, who will compassionately guide you through all the concerns and pitfalls, you don’t have to leave it for your family to handle without guidance.