We work with Trustees and Executors after a loved ones passing to facilitate the administration of the Trusts and Estates left behind...
We work with you and your advisors to try and ensure that your plan is effective and will perform long after your documents are in place...
The first step is for us to work with you and come up with a plan that addresses your concerns and desires. Through our understanding of the law and understanding of the your circumstances, we work with you to craft a plan that accomplishes your goals within the confines of the law.