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This is what good, comprehensive estate planning is all about. And yet it is impossible for an individual without legal and tax background to effectively plan an estate. On the other hand, it is impossible for a professional with legal and tax background to plan an estate without in-depth knowledge of a client’s goals, needs and overall family and financial situation. Too often, lack of communication prevents clients and attorneys from adequately coordinating personal desires with legal and tax considerations. Without this coordination, an estate plan that provides control and carries out individual desires at the lowest possible cost is impossible to design.
With about 70% of Americans dying without any estate plan in place, our goal is to try to give you the information to motivate you – either to prepare your first comprehensive estate plan or to improve your existing one. The costs of doing neither can be huge and catastrophic to your loved ones.
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