We are worried about what will happen to our children and our assets if something happens to us. What should we do?
Clients often are wise to prepare for the “if something happens” scenario. Based on the size of your estate, we will discuss different alternatives you may want to pursue. In addition, for financial planning clients, we prepare a report of all assets under management to ensure that your time with your estate planning attorney is most productive. Since we give fee-only financial advice, we are not biased to recommend that you buy insurance merely to leave a huge legacy or pay potential estate taxes.