Don’t depend on the government to decide.
Determine who, when, how and for what purpose.
Plan for varied circumstances.
Goals, not laws, drive decisions
Navigate modern family dynamics associated with divorce and remarriage, children from multiple relationships, adoption, in-laws, and participation in family businesses.
Corporate trustees help ensure that your wishes are administered properly, and do so while ensuring that your trust is properly accounted for and that all tax filings are handled appropriately.
As estate tax law changes, be better prepared to minimize your tax liability.