One of my favorite learnings from school was the phrase “it depends”. For me Trusts are when there are minor children, disabled children or adults, and people who might need government benefits. That being said, it still depends.
We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.
