We meet with you and your family with the purpose to better understand your instructions in a case; you are not able to make decisions in the future. Our mission is to help clients manage their assets in a way that doesn’t bring any complications or court proceedings.
Before a session with your heirs, we will provide you with a complete assessment, to make you clear things that are under your possession, and what should you worry about the most. Our professionals will provide a plan about your state of affairs, and if it is unacceptable, or fit to work together, we will proceed with further procedures.
The plan usually includes a revocable living trust, which can be maintained over time if handled correctly. We also make the plan in a way that helps your family avoid costs and delay of the public probate process and eliminate or reduce taxes.