Our firm has the capability to work in-house with our clients on a number of estate and business succession planning scenarios. It may seem a bit strange at first for your CPA to ask to see copies of your Wills, Trusts, and business succession planning documents; however, we feel that an “ounce of prevention is perhaps worth several pounds of cure.” In our 30+ years in practice, we have no doubt experienced what happens to families when a loved one passes away. We are usually the advisor that our clients call on to help clean up the mess. We see our role as your advisor to help you get what you want. We do NOT care what the answer is, and we have no pre-packaged products or off the shelf canned advice or “plug in” charts. Everything we do is customized and tailored to each client’s situation. We work for the benefit of our clients – PERIOD!
“When was the last time you ran a “fire drill” on your estate plan to find the issues that may create problems? You do not want to get caught with an inadequate plan or documents that may be in DIRECT CONFLICT with your current objectives, banking covenants, or other agreements you may have written. You would not believe some of the things we have seen go wrong when the documents are no longer in sync with a client’s current objectives.”