Estate planning is a process that is often put in place and then ignored, as the process can be overwhelming and costly.
Why? Proper estate planning is actually an ongoing process. It needs to be reviewed and updated regularly as legislation can change more quickly than our clients' own lives.
By bringing together technology and financial expertise our clients' estate plans are kept current. After all, as the family CFO, it's our job to simplify our clients' lives, and to ensure continuity of the financial plan.