Value-Based Planning
Often lost in
all of the tax, asset transfer, and financial planning goals in
these plans is a true consideration and thoughtful attempt to
capture and transfer the values and morals the client wishes to
be remembered for or pass down to beneficiaries. Free
consultation includes a thought-provoking session to help you
consider what is most important to you from a values
standpoint. Application/integration would be quoted on a flat
fee basis, and may include actual provisions incorporated into
your estate planning documents, or helping you craft and draft
ancillary documents.
> Ethics/Morals-Based Will.
> Last Loving Letters.
> Faith-Based Funeral/Eulogy Planning.