Ensuring you have all the essential estate planning documents in place. I can help coordinate with your attorney or connect you to a recommended provider.
Understanding when a trust may be needed and when it is not necessary.
Regular reviews of your estate plan.
Confirming accounts are registered correctly and beneficiaries are updated to align with your wishes.
Ideas on how to be intentional in passing down your family's values to the next generation.
How to talk with your parents about their estate plan - and understanding what that can mean to your own financial plan.