As much as you love your family and would do just about anything for them, no family is perfect, and all are irreplaceable. Trusts solve a myriad of problems and our unique model provides a framework to ensure your values are carried out long after you are gone, with the team that you entrusted. Below are a few examples of the real life problems we solve for families every day.
Problems We Solve
Maintaining consistency and continuity with your advisors
Retirees Ben and Sarah had accumulated a generous retirement nest egg which they attributed in part to the advice and guidance they had received from Sam, their trusted financial advisor of more than twenty...
Supporting a second spouse without leaving funds outright
Suzanne and George, both widowed in their 60’s, found renewed life together in a second marriage. At his passing, Suzanne’s first husband had left a reasonable nest egg for her from his business.
Help with Trustee duties
Carol and her aunt had always been close and she felt honored when her aunt named her as trustee and executor for her estate. However, years later when her aunt was diagnosed with a terminal illness, Carol began...
Providing for children without dis-incenting them
Alan and Mary had raised three children. While all three were good kids and they were proud of all of them, they worried most about their youngest son Robert. Their eldest two had steady jobs, families and...
When a family member isn’t a good choice as trustee
As the eldest child, Kathy’s parents named her as executor of her parents’ estate which when settled, created a trust for her brother Ryan. Ryan had a known drinking problem and was a bit of a black sheep...
Finding a flexible trustee
Dave, an owner of a mid-sized family business took great pride in the team he had to assist him with his business, tax, financial and estate planning needs. He frequently relied on his CPA, attorney...