You’ve built up a reputation and are making sound investments. Your family has provided you the stability at home to help you realize success in business. Now you’re concerned about your family’s stability if you’re incapacitated. Your biggest concerns include:
1) What happens if my spouse is a poor money manager?
2) What trust structure is the best for our kids and grandkids?
3) Should I include something for charities and extended family?
4) How are death taxes avoided?
5) What should we do to plan for serious incapacity?
You have goals and want to work with a professional who understands those goals and can give you the tools to get there.