The best way for you to determine what best for your family and if your estate plan should include a will, a living trust, or some combination of the two is to meet with Larissa Drohobyczer, Esq.  for a complimentary Family Wealth Planning Session™. During this process, she will take you through an analysis of your assets, your goals, what's most important to you, and what will happen to your loved ones and money when you become incapacitated or die. 

The Family Wealth Planning Session™ is the first step to getting your comprehensive and customized estate plan set up. This is also a process that our clients absolutely love and you will too because it supports you to get more financially organized than you ever have been before and ensures you make informed, empowered decisions for the people you love so you know what you actually need to have in place and what you don't. By the end of it, you know with certainty you are making the best decisions throughout your life and your family will know how much you cared about and loved them, in the event of your incapacity or death, because everything will be so well handled .Ultimately, this is something you do for the people you love. I look forward to seeing you and caring for your family soon.

To fill out the Family Wealth Planning Session™ “homework” worksheet to provide me with a full picture of your family financial structure and dynamics so I can give you the best recommendations possible.