Not just for the rich and famous, not only to prepare for death, but rather to reflect what you value most now and in the future. Planning reduces your stress that you and yours will be cared for not merely with documents, but with clear allocation of assets and resources in ways consistent with your values. Your plans should help address questions such as:
Life is constantly in motion. From your new and evolving financial accounts and assets to your personal and professional relationships paired with constantly changing tax and estate laws—a proactive approach is necessary to ensure your intentions are carried out as efficiently as possible. This includes clearly articulating goals and intentions, as well as coordination of duties between your financial advisor, CPA and estate planning attorney to keep all assets and documents up-to-date and accessible to all those who may need it.
*AGW does not provide legal advice, therefore will work with your estate attorney to help facilitate estate planning.
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