Having a plan for your growing wealth will provide protection for all that you’ve built. This can ensure protection for your children, allow the estate to pass down to those that you want or even provide a strategy to pass along a business. Without the proper plan in place, the estate falls to the whim of the state you live in – something no one wants, and it can leave loved ones financially insecure as they grieve. Estate plans provide protection from this potential. This includes:  

• Determining Your Goals and Values
• Evaluating Current Estate Documents and Titling
• Developing a Wealth Plan
• Arranging Conversations with Family (if necessary)