"We make a living by
what we get,
but we make a life by
what we give."
– Winston Churchill
Prepare now for the unknown. Estate planning is not a one and done event. It requires your detailed attention now, so your wishes can be implemented later. We know relationships change and over time your estate plans evolve. As your financial advisor, we already participate in your active financial plans and estate planning is an important component. We'll work hand in hand with your attorney(s) to make sure your wishes are clearly documented and implemented.
Keep in mind that over time, it's important to have an eye on the inevitable and prepare diligently. As the market and your portfolio changes, you may want to balance and adjust- don't worry, we are prepared.
It all starts with a conversation, reach out and contact Collins Advisors, LLC today.