To provide high quality service in an integrated and collaborative fashion that makes the results easy and enjoyable.
I inform you about everything that can happen to you and your assets if you become incapacitated or after you die, then, together we make sure that you and those you care about are legally and financially prepared so something bad doesn’t; become something horrible.
Some of the basic tools we will use are:
- Trustmaker Disability Guidelines
- Custom Trustee Instructions
- Distribution Provisions
- Discretionary Distribution Guidelines
- Incentivised Distributions
- Customized Guardianship Provisions
- Substance Abuse and Trouble Child Provisions
- Investment Counsel
- Trust Protectors
- Spendthrift Provisions