OUR VALUES

Our goal is to involve you in the estate planning process.  We take a team approach to building the best estate plan possible for you. In short, you teach us about your family and we will teach you about the law. In this way, together we will plan for you and your loved ones.

We believe that most estate plans just don’t work. By that, we mean that the plans do not fulfill the makers’ expectations, desires, wants, and needs for their families. Unfortunately, the only time one would know whether an estate plan works or not is after death or disability. Hence, detailed and comprehensive planning is very important. We strive to create a well-designed estate plan that provides peace of mind that comes with knowing you have taken the appropriate steps to ensure that the future of your loved ones is secure. In short, we want to make a plan with you that will work the way you want it to.

Our clients care about loved ones; that is where their concern is. They want to save taxes of course, and are relieved when we tell them we can easily accomplish tax reduction. Their interest and willingness to involve themselves centers around the people-planning issues. Our estate plans offer an opportunity for all clients, with large or modest estates, to participate in tailor- made estate plans that reflect their real hopes, dreams, and aspirations for themselves and their loved ones. We design estate plans that protect you and those you care about in the event that you are unable to do so yourself.

Estate planning is a long-term project. Usually clients have a “picture” of how they want things to look after they are gone. Over time, that picture becomes clearer or changes and their estate plan is revised and changed accordingly. Different concerns arise and new issues must be handled. We strive to provide estate plans that respond to changes in your personal or financial situation.

 

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