As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other people with greater wealth than they. With the new $5MM exclusion amount (indexed for inflation)… read on
You should expect individualized planning based on your personal situation, your goals, and your desires. We favor the simple over the complex except where the more complex provides additional benefits. No matter what level of estate planning is needed, we give great attention to detail. We aim to do the best job possible for all of our clients just as if you were a member of our family.