In our seminars, we discuss subjects most of us want to avoid: death, disability, and taxes. Many people don’t give a thought to the certainty of their own death; yet it will happen to each of us. Then what?
We will discuss a variety of topics centered around you, your family and your estate plan. We will address the common mistakes we see well intentioned families make regularly
Why most wills and trusts fail to protect children and what to do about it.
The most common problems when it comes to assets in trusts: Continuity between spouses, children having a clear vision of how to treat an inheritance, peace of mind about investments and knowing how to talk with your children about your estate plan.