We understand that to you, an estate plan is more than just a financial decision; it is a decision that will have a long-lasting and direct impact on your loved one ones. As such, all estate planning strategies that are employed are tailored to your specific needs. No two estates nor families are alike, and your estate plan should reflect that.
Most of our clients want to avoid probate court and want a trust. Sometimes (rarely), a trust is not appropriate for a particular situation, and then we look at what the goals are for the client and make recommendations based upon their goals and what is appropriate for that unique situation.