Your advisor and your attorney have never spoken. Wondering if your assets will pass to your children the way you intend?
Answer 5 quick questions to see if you qualify for a free Family Office Review: one meeting with an estate planning attorney and a financial advisor of over thirty years, together. You keep the written plan whether or not you ever become a client.
Step 1 / 6
Are You Interested In Learning If Your Assets Are Set Up To Pass To Your Children The Way You Intend, In The Next 14 Days?
If no - STOP AND LEAVE THIS PAGE
Step 2 / 6
Imagine… you know your accounts and your estate documents line up, and your assets are set up to pass to your children the way you intend, while you stay in control.
Roughly, how much is invested across all of it? The retirement accounts, the brokerage, anything else. Rough is fine.
Step 3 / 6
Which State Do You Live In?
Step 4 / 6
Has Your Financial Advisor Ever Spoken Directly To The Attorney Who Wrote Your Estate Documents?
Step 5 / 6
Who Are You Hoping This Eventually Passes To?
Step 6 / 6
Congrats, you qualify! Find out if your assets will pass to your children the way you intend.
Pick a time for your free Family Office Review. A licensed financial advisor takes these meetings with an estate planning attorney in the same meeting, Monday to Saturday, ten to six Eastern time. Pick a time that suits you both, because this is a conversation the two of you should be in together.
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Nothing is sold and nothing is moved. You keep the written plan whether or not you ever become a client.
Thank You For Your Honesty
This review is built for families in New Jersey who want to find out whether their assets are set up to pass to their children the way they intend. Based on your answers, it does not look like the right fit for you right now, and that's ok.
If your situation changes, we would welcome a conversation.