Planning for your financial future and family's financial protection can be diverse and complex. Every client is different - and every client's needs are unique. There are numerous trust and planning options, so we endeavor to learn exactly what our clients want and need. We strive to provide straightforward and incisive plans and tools to achieve the maximum effect each client needs.
We assist in the development of the most basic trusts, to simple testamentary trusts and revocable living trusts to special needs trusts. We also advise about and prepare pet trusts and NFA gun trusts.
We strive to use simple trust language and anticipate consequences. We address every client's needs on an individual basis, and if needed, assist clients in locating tax and accounting specialists.