Trustees have specific responsibilities – and it’s important to choose the right person. About speaking to an attorney – absolutely if you own anything and want to be sure it gets to the right person when you pass.
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.
