Estate Planning Conversations

When I sit with clients at the table, they often tell me that they have been thinking about estate planning for years or even decades but have not been able to complete it. They often report that this inaction has led to many sleepless nights as they worry what would happen if they do not plan. These conversations are some of the most difficult because they are related to a person’s most intimate life details and decisions. After we have these conversations, the client feels better because he or she has voiced their concerns, and through guidance have had the opportunity to weigh the options and make the best decision for his or her family.