We serve clients who are seeking security, organization, and simplification regarding their assets and the financial future for themselves and their families.  Examples include the following.

A retired woman who is caring for her elderly mother, and who also is serving as trustee of the marital and family trusts established by her father.  We have helped with power-of-attorney questions, trust interpretation, and many elder care decisions.  We also are helping plan for the retired woman's own future.

A couple who created revocable living trusts a few years ago to avoid probate and guardianship and who now are making their own elder care and living arrangement decisions.

A couple who have a child who recently turned eighteen and who has a disability.  The couple want to create a special needs trust to provide for the child without foreclosing the possibility that government benefits might be available.

A physician who has accumulated substantial illiquid assets and who is facing the likelihood that his estate will be subject to heavy estate tax liability.  In addition to disclaimer-based marital and family trusts to capture two estate tax exemptions, he established an irrevocable life insurance trust in order to provide post-death liquidity that is not subject to estate taxes.

A young woman who is divorced and who is considering the possibility of another marriage someday and who wants to establish her own separate assets before approaching such a possibility.  She created a revocable living trust and transferred all of her property to it in order to help protect it from marital rights of a new husband.