ESTATE PLANNING
The Family Vital Commitment Plan™

The first steps we take in making a commitment to protect our selves and our family is to ensure we have a comprehensive and cohesive, living estate plan. Often people hear the phrase “estate planning” and equate it with protecting a vast fortune. While that may be true for a tiny percentage of the population, estate planning is also for those with modest assets, whether just starting their families or approaching retirement.

The complexities of estate planning are based on the size of your estate and family matters. However, intangible family dynamics often create more complexity than sizable assets.