How Do You Spell Will? T.E.A.M.
When it comes to estate planning, “it’s not just about valuables, but about values; not just about principal, but about principles.” [Dr. Barry Baines, “Ethical Wills, Putting Your Values on Paper”] Transferring values and ideals, in addition to your monetary wealth, is an important part of leaving a legacy. In other words, what your children and grandchildren inherit should be more than just real estate, the family business, or stocks and bonds, but the value of hard work, respect for family traditions and recognition of one’s heritage.
Creating an estate plan that serves your unique needs and reflects your beliefs and values requires a group of skilled advisors from a variety of disciplines. Sound estate planning is built upon a multidisciplinary approach among a group of professionals that work together as a team, with clear communication, established roles and a desire to work together cooperatively and collaboratively.
Our professionals are well versed in working with accountants, financial advisors and bankers to provide each client the optimal planning experience. We pride ourselves in our holistic approach in planning for each client’s goals and circumstances to reflect individual values, principles and objectives. We appreciate the accounting, investment and banking professionals with whom we have had the privilege to work and look forward to expanding and building those relationships.
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