This is the starting place for estate planning. After understanding you, your family, and the values you hold dear, we design a plan to carry out your legacy. These documents include revocable trusts, wills, financial powers of attorney, and health care directives. A letter of wishes is one of the most powerful parts of foundational planning because it puts your values on paper as a guide for carrying out your plan. This letter is a living document. It should be updated as your life changes and as your beneficiaries grow and mature.
Benefits from foundational planning include:
- avoiding the default estate plan imposed by state law
- reducing the risk of court involvement
- protecting your kids from their own creditors, including ex-spouses
- coordinating your values with your beneficiaries’ lives