Perhaps one of the most important reasons to create an estate plan is to pass on your values and beliefs. Clients often think that estate planning is just about how to divide their property after they pass away. Others think that estate planning is just about saving taxes. And still yet others think it is just about "documents" such as wills and trusts.
Good estate planning should also focus on taking care of you while you're alive and provide you with optimum flexibility in the event you become disabled, so you can indirectly retain "control" to a limited extent.
Sundvick Legacy Center strives to provide caring and compassionate client service. We want our clients to know that we're here to take care of them rather than sending them out the door with "documents."
Some people find scheduling their initial consultation is a bit intimidating, as they wonder what documents they will need to locate and bring along. At The Sundvick Legacy Center, we try to make the process as simple and convenient as possible. When you are ready to schedule your initial consultation, please visit our Estate Planning Consultation page for tips on how to prepare for your Estate Planning Consultation.