Wealth Transfer/Charitable Planning
or worry you?
Estate planning is an opportunity to think about and make plans that reflect one's most fervent feelings in life.
That said, pinpointing those feelings and planning for them is not easy and often postponed or avoided.
Our goal in this area is to try to help clients feel at ease to explore their most passionate ideas about money and ideals, then to match those with planning ideas that make them possible. We believe discovering true client objectives and desires is one of our strengths. We are then very comfortable exploring options and alternatives (many that get discarded) to find the best vision achieving solutions for the client.
We are big on professional advisor teams and collaboration. When we make the first point of contact in the planning process, we match the client with other advisors that fit both their personality and planning style. When we are brought in by another advisor, we listen and learn as much as possible to enhance the planning team's work.
Although ultimately we help clients understand and think through the role insurance can play in their estate transfer and charitable planning, we know the estate planning tools and techniques outside the insurance arena so we can both recommend planning options, as well as work with them when they are recommended by others. Working as part of a cohesive team of advisors, we want to help our clients to create plans that excite them and help them leave a legacy that matches their highest ideals.