Legacy

Beyond the "right now" of your money and estate, there are also questions of what will happen later. 

• Who makes medical and financial decisions if you and your spouse are incapacitated?
  • Will those decisions be what you want?
• How will your estate be handled when you and your spouse are gone?
  • Can you easily make changes as life circumstances change?
• Will your children's inheritance be vulnerable to divorce, lawsuits or spendthrift?
  • Do estate or inheritance taxes need to be addressed?  

We dive into these issues and more so you can be better protected from a number of potential life events and be confident that your family will be better protected, even after you are gone; not for many years to come of course!