As we discuss your People, we will learn about family members or others who matter most to you and who depend on you financially. We will discuss their relationship to you as well as their individual circumstances. Are they married? Do they have children? Do they have special needs? Do they have financial liabilities? Do they have behavioral problems or substance dependencies? These questions are not intended to be intrusive, and we make absolutely no judgments. Your honest responses help us determine how to best assist you in taking care of them in ways that protect them and your assets.
Discussing your Assets - what you have, how you have it, and approximate values - lets us know whether we need to include planning for income and estate tax efficiency and what kinds of exposure your assets have to your own potential liabilities or the liabilities of your intended beneficiaries. It also helps us to determine how best to transfer different assets upon your passing to ensure your goals are accomplished.
And most importantly, identifying and clarifying your Priorities - your goals, values, beliefs - is crucial in creating a strategy that is truly custom-made for you.
