You may want to protect your loved ones from facing the expense, publicity, and delays of probate court. You may have spent a lifetime working and obtaining your assets, and you want to ensure those assets are not only protected, but also made available to your loved ones so they can be taken care of. You may want to protect your beneficiaries from predators and future loss of assets through divorce.
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In Business Since 2013
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We recently hired attorney Pamela Jones to draw up a legacy wealth planning portfolio which included, among other things, a revocable family wealth trust, a will (pour-over,) and advanced health care directives.
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