WHAT IS ESTATE PLANNING?
Different families have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on their goals, values, and passion for life’s important matters. Families of modest means need to provide for their physical and financial concerns, as well as long-term care. Families who are members of the great American middle class need to protect their hard-won assets, to use the tax laws to maximum advantage, and to ensure their children’s inheritance.
Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members. Susan has extensive experience in crafting plans for families of every economic class and background. Furthermore, even if you already have a plan in place, we can review it for common shortcomings.