When it comes to estate planning, it is critical to optimize your family’s wealth and ensure that family harmony is maintained during a difficult time relating to losing a loved one.

When planning to achieve optimum wealth transfer to key beneficiaries, “Don’t assume anything!”

This is especially important in the area of Estate Planning.

There are countless examples of smart, successful people who died without having done the proper planning. Many passed away without wills or wills that were out of date. Others left significant and unnecessary burdens for their heirs because they failed to be proactive regarding Estate Planning.

In some cases, they received bad advice, or their advisors should have noticed certain things. The estate planning field is littered with stories like these.

For these reasons, we encourage you to assist other family members with their estate plans. At the very least, you should have a heart-to-heart conversation and encourage them to have their estate plans reviewed very carefully. We facilitate these conversations via hosted family meetings if and when appropriate.