Estate Planning That Honors Your Priorities and Goals To instill a profound sense of well being, excitement and trust in all whom we touch, through the creation of lasting legacies in a fun and comfortable environment that captures the dreams and aspirations of our clients for their families and businesses. |
"What was really comforting to us was the manner in which you spoke to us and your exceptional listening skills." More testimonials In our estate planning practice, we help you write legal plans to carry out your personal goals and objectives, such as: Keeping you in control of your financial affairs. Protection against creditors (lawsuits, divorces, predators). Providing for your loved ones in the manner you wish. Taking care of you in the event of disability. Transfer tax (gift, estate and GST) planning. Avoiding probate and minimizing settlement costs. Business (including succession) planning.
Our planning process is designed to educate you on the issues that will affect you and puts you and your family in the position of controlling your estate and the planning process. Our approach to estate planning utilizes strategies that emphasize the creation of an estate plan based on each family’s special circumstances and needs. Our commitment to our clients is simple. You teach us about your family, we will teach you about the law, and, together, we will create a plan that works for you and your family. To assure plans that work, we have procedures and protocols in our office we ask clients to follow. Some people don't qualify to be our clients. They ask us to care more about their plan than they do. Experience tells us, however, that this is a plan destined for failure. We make uncommon commitments to provide our clients full service throughout all stages of the process, with control over the legal fees to make sure our clients pay a lower cost than would be incurred without such planning. Ronald P. Adams • Crysti Beitler Niven
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