Our goal is to understand your family, your assets, and what is important to you, so we can design a plan to meet your specific needs. In the end, we will create a customized estate plan that you understand and that will accomplish your goals.
Serving as a trustee, executor, or administrator is often more difficult than anticipated. But when you agree to serve in this role, you are also personally guaranteeing the proper administration of the estate or trust. It is important to seek qualified counsel at the beginning stages. You may serve in this capacity once or twice in your lifetime. We do it every day.