We thought it would be timely to depart from our usual market commentary and instead explore services our office offers that you may not be aware of. Financial planning extends beyond upcoming life events such as a new home purchase, a child entering college, or entering retirement. Most clients desire to leave a legacy for children, extended family, friends, or charitable institutions. Laying the foundation for a transfer of wealth, particularly to younger generations, should occur well in advance of the need, yet these can be difficult conversations to begin. We often see that, without proper planning, family wealth depleted within a generation or two.
Our office can help. We are a neutral third party who can explore the best way to discuss your wants and needs with family, attorneys, or other relevant parties. Addressing topics related to multi-generational family trusts, or even who to contact and where to find important documents in case of unexpected events, can provide clarity and assurance in advance of emotionally fraught times. Please let us know if you are interested in beginning a conversation between you, your heirs, and our office.
Quick Office Guide
We have attached a summary some people may find helpful when speaking about us to family, friends, or service providers. It is a quick explanation of who we are and what services we provide. Please feel free to send or print a copy of this page for your family members, close friends, CPA, attorney, or anyone else you feel should know about our office. Let us know if you would like us to mail you hard copies of this explanatory page and we will be happy to do so.
We wish everyone a happy, enjoyable holiday season.