In working with our clients, we find that estate planning is often one of the most rewarding financial tasks to tackle. It’s hard to think about it, but our clients find that going through the process of building a clean, creative plan provides security, peace of mind, and a chance to think through leaving a legacy.
Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover – it’s really about ensuring that the help, love, and wisdom you provide for loved ones can now continue even after you are gone. A thoughtful plan can look ahead and smooth obstacles in the same way you would if you were present.
We hope this extensive checklist was informative and helpful. Please reach out to your advisor with any questions or comments.