Want to ensure that your assets are passed to your children and future generations?
Are you worried about tax liability and consequences once you pass?
Are you unsure as to whether your family is capable of retaining or growing the current wealth you have?
There are endless reasons for why someone would want to draft and create a trust. The truth is it is very difficult to ascertain why a trust would be necessary until you evaluate your own needs first and foremost.
However, if you choose my firm to draft and create your trust, rest assure your estate will be protected and will secure your children and family with peace of mind.
Caveat: The process of drafting trusts include many potential tax consequences. Whether drafting a trust, for tax purposes, are in your best interest is a matter that may or may not require the assistance of a certified public accountant (CPA). Should a CPA be required, I will work diligently to coordinate with the CPA in order to achieve the results you desire.