Understanding everyone’s vision is important for the development of a succession plan. In order for any enterprise to succeed all parties must be pulling in the same direction. Having an agenda for a succession plan is vital. However, clear and honest communication can identify problems as well as opportunities. Family members are often surprised at […]
My office is a converted pre-statehood home. Clients feel at ease meeting and planning in our quiet and comfortable office. Most meetings occur in the dining room that has been converted into a conference room. This is conducive to meetings that often involve family issues and planning. The relaxed atmosphere cannot be found in busy […]
A Powerful and Affordable Estate Planning Tool When most people think of Estate Planning they think of a Will. A key component in many Estate Plans is a Revocable Living Family Trust. A Trust is similar to Will because it designates who will receive property. However, unlike a Will it can designate when […]
