It's For You - The Strategy

Your estate plan pulls together all aspects of your financial life. With that, every aspect is viewed in the context of YOUR goals.

Because developing your estate plan begins with discovering those goals, clarifying your objectives, and setting priorities – the plan that results is YOURS – tailor made for YOUR situation.

When your attorney drafts your estate planning documents, you may still find yourself asking:

• Do I have all of the things that my family will need if anything happens to me?
• Do I really understand HOW that will happen?
• Do I know – and understand – what my employer, government and insurance benefits are and how they will be paid out?
• Do I understand what my advisors are saying, and how everything works?
• I’m so far away from my folks, and they need someone to help them; but who?
• Do I have piles of papers that I know are important, but I don’t know what to do with them?  Or care?
• Am I doing the right thing?

These are examples of the types of questions Arlene addresses.  Arlene is particularly experienced in, and attuned to, the unique and sensitive concerns of retirees and their families - especially where adult children are located in other areas.  Arlene can be viewed as a "surrogate daughter" and, selectively, will serve as a Professional Fiduciary (as Trustee, as Personal Representative for an estate, or under a Power of Attorney).