In sports, every game and season comes to an end. With each game there is a winner and a loser. At the end of season a winner is claimed the champion and then everyone scrambles to make changes to be the champion next year. 

Unlike sports, when we reach our final game it ends but the rest of your team keeps going. Over the course of our lives, if we do things correctly, we accumulate money and assets like homes and retirement plans. Estate planning is about directing your money and assets to the next generation according to your wishes. 

How are assets divided? Are taxes payable? How do you protect those assets for future generations? Who becomes a winner and who may be a loser? 

When speaking to coaches in business or sports, they want people to start with the end in mind. You can see that first sale or first basket in your mind. Over 50% of our population takes the time to think about what happens when their personal game ends. 

Many people say they don’t care but deep inside they don’t want what they accumulated to fall apart or go to those they don’t love. Our role is to make sure your assets are transferred to the right people through beneficiary arrangements and find solutions if there is a need to equalize an inheritance or pay for estate taxes.