OUR APPROACH TO EVALUATING A CURRENT ESTATE PLAN IS TO FIRST DETERMINE IF THE RIGHT DOCUMENTS ARE IN PLACE. IS A WILL OR A TRUST THE RIGHT DOCUMENT? IS PROBATE APPROPRIATE, OR IS A TRUST THAT AVOIDS PROBATE THE BETTER DOCUMENT? EACH EVALUATION IS UNIQUE TO THE GRANTOR’S WISHES AND NOT A COOKIE-CUTTER ANSWER.

WE OFFER A FULL CONSULTATION ON THE ADEQUACY AND APPROPRIATENESS OF THE DOCUMENTS IN PLACE AND HOW TO CHANGE THEM IF NECESSARY.