We are a client focused firm. We take the time with each client and their family to discuss their needs, their circumstances, and their options. Whether estate tax planning, elder law, or business planning each client's needs and expectations differ. We dedicate ourselves to helping clients reach an understanding of their options and implementing those decisions for their personal and financial independence and the peace of mind that results.
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Estate planning is best described in three parts.
First, and most importantly, proper estate planning begins with a discussion about substitute decision-making.
Who is to make those decisions impacting you and your finances if you're unable to make those decisions yourself?
What follows is a weighing of familial and financial circumstances.
Second, estate planning establishes a structure as simple as a Will or as complex as Trust planning based upon those factors that impact your family and finances - beyond who inherits and what they receive, proper planning considers the differing needs of family members, charitable planning, disability planning, and tax planning, among other factors.
First, and most importantly, proper estate planning begins with a discussion about substitute decision-making.
Who is to make those decisions impacting you and your finances if you're unable to make those decisions yourself?
What follows is a weighing of familial and financial circumstances.
Second, estate planning establishes a structure as simple as a Will or as complex as Trust planning based upon those factors that impact your family and finances - beyond who inherits and what they receive, proper planning considers the differing needs of family members, charitable planning, disability planning, and tax planning, among other factors.
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