There are many reasons why this plan is good for your family. As our lives proceed, our families evolve. People get married and divorced, relatives pass away, babies are born, children are adopted, students graduate and go off to college, we buy and sell real estate, we change jobs, and open new retirement accounts – life happens. As families evolve, so also must their estate and financial documents be revised to reflect their current situations and new legislation.
Our plan – Safeguarding Tomorrow – shifts the heavy lifting to us. As a member of our Safeguarding Tomorrow plan, you can rest assured that your estate and financial documents will evolve with your family. Not only that, but as a crisis arises that demands our immediate attention, we will respond accordingly. We want to be a part of your family as a trusted ally and friend, to be a safe harbor, so to speak.
There are many aspects to our Safeguarding Tomorrow plan. Below, we have highlighted some of the major features of this ongoing care plan.