The content located here was created for you to use with your clients when reviewing their current assets and level of planning.  To view each diagram, click on the name.

The Who is in Control? diagram outlines for your client the advantages of having planning in place when they are Alive & Well, Incapacitated, and upon their Death.

The Our Estate Planning Process diagram outlines for your client the process that we go through from start to finish in establishing, funding, maintaining and administering their estate plan.

The Advanced Estate Planning Check-Up diagram can be used with your client to determine their current business planning, retirement cash flow needs, long term care needs, asset protection needs, and legacy planning needs for family farms and cottages.

The Estate Planning Review Tool diagram can be used with your client to examine the current state of their estate planning.