Estate Planning is not easy but well worth it !

There are many definitions of Estate Planning and each adviser has his or her own . My definition does involve completing a fact find , team solutions and lot's of conversation . It also involves bringing all advisor's into a single meeting and creating solution as a team rather then traditional way one silos at a time : accounting , legal , insurance , banking and investments . Some people will have you fill out a long questionnaire , feed the information into a computer and give you a report . While this does give you a snap shot of certain things it is far from being a Estate Plan . We are your personal financial architect !