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The key issue for people with any means is – what are the tax implications of someone’s estate; and how can I make sure when I’m gone things will be distributed in the way I choose.

The simpler the instrument, the better off you are. The office has seen scads of trusts that are too complicated for the families to grasp, contradict themselves and give little seemingly innocuous provisions (e.g. power of appointment) that can be misused by someone with improper intent.

Since there’s nothing certain but death and taxes, make sure you objectively face the situation and look for someone who understands that.

This office will use your tax people or financial advisor(s) if you prefer, we have a host of people we interact with to bring alongside if necessary.