No Contribution Is Too Small
If something were to happen to the stay-at-home parent, how would the family’s needs be met?
Personal Attention.
Powerful Representation.
Proven Results
If something were to happen to the stay-at-home parent, how would the family’s needs be met?
In addition to supporting and simplifying a high-net-worth family’s lives, here are seven more reasons for considering a family office.
Asking someone to serve as your fiduciary is not something that you should take lightly, but should be considered as a heavy responsibility.
An estate plan—like LEGOs—makes a great gift that can be enjoyed by generations to come.
A testamentary trust will own accounts and property owned by you without beneficiary designations and helps you plan in advance.
A survivor’s trust is a middle ground between a joint trust and separate trusts.
If you have an entity as part of your existing estate plan, you will need to make sure that you comply with the new law.
Proper estate planning can protect you from the risks of owning stolen property through due diligence and research.
As a fiduciary, a trustee must protect the trust’s investments and act in the best interests of the beneficiaries.
Minimizing estate taxes amidst losing a spouse can be difficult, let us help navigate these hard times with you.
