We find that many people already have an estate plan, but it does not meet their current planning needs. They may have a Will that was prepared many, many years ago, or they may have a trust that prepared more recently, but those plans may not be sufficient for their current needs. Many times the plans are now insufficient because their assets or family situation have changed, or because when the plan was initially created, all of the planning options were not discussed and the right planning tools were not used.

In our Discovery Meeting, we review your current family and financial situation, uncover your current planning needs and goals, and help you determine whether your current plan will meet your needs.