At Wheatley Pritchard & Associates we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories and experience.
We see the signing of your estate planning documents as the beginning of our relationship with your family.
Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless... worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
With each of our estate plans we include a no-charge three year review to ensure that as our clients' lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection.
What would happen to your minor children if something happens to you?
If you are a parent of children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
At Wheatley Pritchard & Associates, one of our areas of greatest expertise is in planning for the well-being and care of the children you love. Contact us at (347) 778-5130 to get started with a Family Wealth Planning Session or click to schedule your Session.