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Six Key Steps to Create the Ultimate Estate Plan:

Step 1

Establish a Relationship with a Reputable Firm

No matter what your level of wealth, working with an expert estate planning firm such as ours can help you reach your goals. Together, we'll work through a comprehensive process designed to manage your assets, minimize your estate and income taxes and pass your assets on to the next generation in the most fiscally responsible and practically efficient manner possible. We will help you create a long-term plan customized to your specific needs. This often includes projecting asset allocations, diversification and regular monitoring of our clients' portfolios. The first step is to establish a relationship with an expert who has the requisite years of experience, education and training.

Step 2

Gather Information

No matter what your level of wealth, working with an expert estate planning firm such as ours can help you reach your goals. Together, we'll work through a comprehensive process designed to manage your assets, minimize your estate and income taxes and pass your assets on to the next generation in the most fiscally responsible and practically efficient manner possible. We will help you create a long-term plan customized to your specific needs. This often includes projecting asset allocations, diversification and regular monitoring of our clients' portfolios. The first step is to establish a relationship with an expert who has the requisite years of experience, education and training.

Step 3

Analyze

By exploring each aspect of your estate plan we'll determine which issues require immediate attention and which are more long-term in nature. 

Step 4

Develop a Plan

Once we complete our review and conduct a thorough analysis of the information you have provided, we will arrange a face-to-face or "Skype" meeting with you in order to discuss our results. The purpose of the meeting is to develop a plan of action best suited to your goals and needs. 

Step 5

Implementation of the Plan

We'll construct and implement a plan based on your goals and our analysis and assessment. 

Step 6

Ongoing Relationship

Once a plan has been developed and implemented, it is important for us to monitor your plan. We ask that you communicate with us if there are any issues or circumstances that have changed.  Notable changes might include a birth, a death or a desire to change beneficiaries or Trustees.  It is common practice for our clients to communicate with us on a regular basis, annually, quarterly or monthly, depending on individual needs and changing circumstances. We pride ourselves in providing excellent service to our diverse clientele across a wide range of issues and needs.