Schwartz, Bon, Walker & Studer’s Legacy Planning Group helps clients plan for some of the most important aspects of their lives: the people and things that they cherish. We listen as our clients share with us their hopes, dreams, values, goals, and plans; then, we work with them to help them understand what their options are and what choices are best for them. We utilize our own knowledge and experience to design a plan that is uniquely suited to each client’s situation. This special attention to the details of each client’s situation leads to an estate plan that works. An estate plan designed by the Legacy Planning Group is one that will promote harmony within the family while providing a lasting legacy that will continue to reflect each client’s values and ideals for generations to come.
People come to us because they want the best planning for themselves and their families: planning that minimizes and controls the burdens of incapacity or death. People come to us because they want the peace of mind that comes from knowing that they have the best suited and most comprehensive estate plan possible. To our clients, estate planning is about more than just saving tax dollars; it’s also about understanding and appreciating the value of comprehensive, thoughtful planning for themselves and their loved ones.
Service That Stands the Test of Time
The staff of the Legacy Planning Group strongly believes in taking a “team approach” when it comes to estate planning. We have found that the best way to serve our clients is to build and maintain relationships with, not just them, but with their professional advisors as well. We encourage client involvement and cooperation because we understand that these items are the foundation of our relationships with our clients. We believe that planning is an ongoing and lifelong process. Over time, our clients’ lives and needs are going to change. When changes to plans need to be made, we are here to help our clients do just that. The bottom line is that we at the Legacy Planning Group want to be here to service our clients and their families, both now and in the future.
To request an appointment and begin the estate planning process or for more information, contact Carissa Mobley.