Estate Planning

I want to leave my children enough that they feel they can do anything, but not so much that they do nothing. ~ Warren Buffet

The fundamental purpose of estate planning is to leave a legacy to the living. At Crossroads Wealth Management, we will work with you and your trusted advisors to develop and implement a plan to successfully preserve your wealth according to your vision and goals. We believe that a proper estate plan preserves more than your family’s financial capital, but your family’s Human and Intellectual Capital as well.