Whether you are considering pre-mortem planning or post-mortem resolution, you have process choices!
Having a plan for intentional family succession and established methodologies for working through contingency issues can set your family up for resiliency.
Once you have decided to begin and/or update your estate plan, one of the most important decisions you will make revolves around which process you choose. In other words, HOW you prepare your family estate plan can make all the difference.
Each family is different and yours is unique.
Collaborative Practice offers a respectful, no court, team approach to handling family Trusts and Estates. It helps to preserve family’s assets and relationships for the future.
Imagine a process with conversations about:
- cares, concerns and goals are discussed
- legal, emotional and financial needs
- enhancing family relationships
- planning for how you will communicate, share knowledge, and make decisions.
Build your toolbox. Create good stewards of money. Families often have a professional team facilitate a dialogue about your estate wishes. This often helps children understand the reasons behind your decisions and can help prevent hurt feelings and anger that often emerge when families haven’t had these discussions.
Regardless of which process you choose, it’s imperative that you add the expertise of a financial professional. Learn more about how Cathy provides essential input for helping to facilitate more informed financial decisions while educating the family.
Trusts & Estates Pre-Mortem Planning Brochure – (PDF)
Trusts & Estates Post-Mortem Brochure – (PDF)
Collaborative T & E – Is it for me? – (PDF)