Estate planning can be an emotional and labored process. Unfortunately, the difficulty of dealing with such an uncomfortable subject causes many to put it off or even avoid it altogether. Don’t make this mistake! Trust our experience and professionalism to guide you in defining and assuring your long-term financial intentions.
Every estate plan begins with a thorough inventory of assets and liabilities. Your inventory should include names, contact information and your intention for each. We can help you create and update this list through our diligent administrative process.
Once you have a complete assessment of your financial situation, you’ll need to make some difficult decisions. You need to understand the best strategies for protecting your wealth and those who will be inheriting it. At Obsidian, we are constantly working to improve our experience in effective tactics. Our suggestions aim to best minimize any financial, legal and interpersonal issues that might arise. This allows you to rest assured that your legacy will endure.
Because an estate plan is a living, breathing document, it requires regular review and revision. Constantly-changing legal statutes and family dynamics present constant challenges. Our team of estate planning financial advisors will meet with you frequently. Together, we’ll assess any changes that might require adjustments to your plan. This diligence provides you with confidence that your life’s work will be cared for with the respect it deserves.
We know estate planning can be stressful. Please let us serve as your financial advisor and guide you through the pitfalls and obligations of generational asset and wealth management.