When people hear the words "Estate Planning" or "trusts", they tend to think they don’t have a need for it or that it is only for people with a huge net worth. The reality is that everyone has an “Estate” as long as you own something. Whether you feel your situation is simple or complex, the need for proper planning is important to guarantee your assets and possessions are passed to others pursuant to your wishes.
The starting point is to simply think: who are the individuals or causes that I would like to inherit my Estate? We then start a conversation with you to discuss the various strategies to help accomplish your desires. The last step is to help coordinate the final preparation and execution of your personally crafted plan with an attorney who is knowledgeable in the area of Estate and Trust planning.