Start Your Plan
Estate and Business Planning should be much more than receiving a stack of one-size-fits-all documents. Quality planning involves considering yourself, your loved ones and your property, and then thoughtfully mapping out your goals in light of the tools and techniques that are available.
Planning Foundations Form
To help our clients begin to focus on goals, we provide them with a Planning Foundations Form and ask that they complete the form and bring it to our initial conference.
Funding Worksheet Form
Clients will benefit greatly if we retitle their assets to be integrated into their planning. It has been accurately said that approximately 80% of planning depends on the proper titling of assets. Accurate and complete information is essential in the planning process. To help clients catalogue their holdings, we use our Funding Worksheet Form. This form will describe all of your property, including but not limited to, your bank accounts, investment accounts, retirement plans, insurance policies, business interests and real estate. This information will be used throughout the planning process.
Life Planning Strategies Wheel
Another valuable planning tool we provide is our Life Planning Strategies Wheel. This is an overview of the various tools and techniques that can be put in place to achieve your planning goals.
What Our Clients Say About Working With Us
Just wanted to write a quick response and say how appreciative I am of the tax work you did in regards to all of the Estate and Inheritance Tax forms. I know you put a great amount of time and effort into all of this planning. You did what you said you would do all along...take care of Anne. I am relieved to have this all behind and know that things are secure as I plan for the future. I am grateful to have had your expertise and giftedness in bringing this all together! Thank you.
Anne E.