No matter what your stage of life or income level, a formal estate plan, with an updated will, can provide control that your wishes are followed and peace of mind that your family, assets, and wealth are protected. We understand that lack of planning jeopardizes an estate’s solvency and, for that reason, we advise our clients to meet with their estate attorney every three to five years. We work closely with you and your legal and tax professionals to confirm the value and structure of your estate and determine liquidity needs now and at death. When suitable, we structure and place Life and Disability insurance to align and run parallel with the executed legal language to fund the needs of the estate.