Trusts and Estates / Tax PlanningASW engages in all aspects of estate planning, including drafting wills, designation of health care surrogates, power of attorney documents, trusts and family limited partnerships. We also engage in all aspects of probate and trust administration, both domiciliary and ancillary, testate and intestate. Designing and implementing a plan to preserve, protect, and transfer assets is most effective when completed before a crisis occurs. The crisis, however, sometimes arrives without warning, demanding immediate responses to complex legal, business, and health care decisions. Inadequate preparation for life transitions and delayed response often lead to increased costs and loss of control over important personal and financial choices. Because each of our client's concerns are unique, we create plans to give our clients the comfort of knowing that their loved ones will be prepared to respond decisively when the need arises. That level of comfort exists not just because of our technical ability, but also because of our excellent listening skills. Working closely with our clients, we get to know them, their families, and their trusted advisors. A commitment to that process allows us to better understand each client's goals and objectives, to identify potential hazards, and to develop creative solutions. Wealth preservation and protection require an appreciation of the current and future needs of our clients and of those who depend on them. Generational planning requires tailored planning techniques and an appreciation of the human dynamics involved in family disputes. Our clients rely on us to help them make prudent business, financial, and personal decisions and we take that responsibility seriously. |