We create plans that enable clients to control their property, take care of themselves and their loved ones, and transfer their property in the way they want, all at reasonable costs. These plans minimize disputes and perpetuate positive ideals while meeting goals.
Clients should review their goals, plans, and objectives regularly with counseling-oriented advisors, and learn how to administer their affairs in the most cost effective way. We encourage clients to explore all planning options, avoid ineffective shortcuts, and make informed decisions about who will manage their assets upon disability or death.
All steps in the estate planning process are important and we are committed to maintaining high levels of education and training.