One of the most important aspects of our C6 Framework is our legacy-planning review. Estate planning is complex and ever-changing. Our process will confirm your legal documents are in-line with your wishes and your intents. In many cases we have met with families who have an estate plan which could cause family turmoil and even harm. Walking you through potential unintended consequences of your legal documents will give you a thorough understanding of any potential issues. A deep dive into your legacy goals helps us collaborate with your estate-planning attorney to insure your legacy wishes are as intended.

Are your estate documents in line with your intents and wishes?