We provide advice and guidance that
helps our clients avoid the pitfalls and takes the worry out of dying,
taxes, and the uncertainty of what will occur with their
children/beneficiaries. Unlike the competition, we work with all the pieces
of the jig saw puzzle. Our goal is to mutually develop an approach that will
accomplish exactly what the client desires for that person’s loved ones
with the least amount of problems. We typically work with retirees &
pre-retirees who have accumulated a net worth of at least $500,000
(including home equity and life insurance) and who want to protect and
preserve what they have.
Our approach is quite detailed and intensive.
For Estate Planning, it is designed to maximize the
probability of obtaining an estate plan that will accomplish exactly what
the client wants and minimize the chances of mistakes or insufficiently
achieving the desired goals (i.e. getting their only half way). Because of
this, we will not simply ask the client a few questions over the phone,
recommend a Trust, and be able to quote a fee. We need to be able to see the
complete picture, first, in order to recommend the correct Trust and
configuration. It is rationally the only proper way to do it and that is
what our process is designed to accomplish. Typically, we meet with the
client two or three times before we ever start drafting the documents.
For Estate Administration, Probate, and non-Probate,
the goal is to guide you step by step to resolve the issues and prevent
problems from ever occurring in the least expensive and quickest manner.
The most common difficulty that we have witnessed in our over 30 years of
dealing with matters of this type is that people get overwhelmed and
frustrated. Our approach is designed so that you and our firm can work
through this situation as a team; thereby making it far less likely that you
will be deluged by all of the details, processes, and entities with whom you
must work. Our system breaks everything into bite sized pieces so the
process will go as smoothly as possible.
If you have any of the following
questions, we can help:
Do you have Living Trusts or
Wills that haven't been reviewed in ages and you’re worried it may
Has a loved one died or become
mentally incompetent and you don't know what to do?
Do you have a business and you
want to know if incorporating could protect you from lawsuits or would
be otherwise worthwhile?
Do you have a son or daughter
who is worried about being sued (usually because the child is in a high
risk occupation such as a physician) and you want to protect their
Are you a Trustee or Executor
for someone else's estate and you want to protect yourself from being
sued by the beneficiaries?