Mission
Estate planning is a necessity in life. In our complicated world, a failure to intentionally plan your estate can lead to financial disaster. Under ideal circumstances, estate planning should be done while the client has the ability to participate in the decision-making process and can make a well-considered choice, based on their objectives and not forced by emergency medical circumstances.
Some law firms try to sell clients a particular estate plan which may maximize firm revenues but may not be the best way to achieve the clients' objectives. We view each client situation as unique, with its own set of objectives, opportunities and challenges.
Our goal is to:
- Educate the client about the planning options that are available to them.
- Tailor our recommendations to the clients unique situation.
- Work to achieve the clients objectives with the lowest degree of complexity and at the lowest possible cost.
We go out of our way to make sure that clients understand why their estate plan is set up in a particular way and what their particular estate plan will accomplish for them. The bottom line is that when the final paperwork is completed, we want our clients to know that their estate plan has been set up correctly and that it will accomplish everything that they set out to do. Our clients are left with the peace of mind that comes from knowing that they have done everything they possibly can to ensure that their loved ones will be properly taken care of.
