Estate planning is like a business plan, one plan will not work for everyone.   The purveyors of one size fits all plans are misleading you about the complexity of Estate Planning and the process of wealth transfer.  If one plan could be structured that worked for everyone, everyone would have it and there would be no probate or estate litigation.  One plan fits all is not reality.

Estate planning is a process that continues after you have signed documents.  Your life circumstances will evolve.  Estate law evolves, and estate tax law is moving target.  My Estate Preservation Planning service includes a free annual consultation and review of your estate plan. 

Estate planning is more than just making death arrangements.  A proper Estate Plan is really a life plan that may include the following aspects:

1.     Wealth preservation strategies

2.     Private business succession planning

3.     Asset protection

4.     Family Trust Planning

5.     Charitable-Remainder Trusts.

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Call me before you need me.