State planning

um

there’s some Universal principles that

apply no matter how wealthy you are or

how modest your wealth so we like to say

that every client

when they’re alive and well they want to

be in control of their assets and their

personal care then they want to work

with me to develop a plan that if they

become

incapacitated that we have a formal plan

in place so their physical well-being is

cared for by the people they chose and

that their financial affairs are being

managed by the people they trust and

then finally we’re we’re all going to

leave this earth someday and we want to

make sure that the assets that we own

are left to the people we want

in the ways that we want

and we’d like to reduce the court

involvement taxes and other costs as low

as possible and so with the planning

that I do through your trusts and your

wills and then other supporting

documents I can work with clients to

make sure that we cover all of their

objectives and their plan ultimately

works out the way they wanted it to