Data Accumulation and Goal Setting Solutions
The first step in your Estate Planning process is a thorough review of your current financial situation and a determination of your personal goals for you, your family, or other heirs.
This information is obtained from you on a confidential basis through the use of a detailed questionnaire and personal interviews. Equally important, your B&A professional will be concerned with your family structure and your personal philosophy, values, and objectives. If you are currently a B&A client, we are already familiar with your financial information and details regarding your business interests.