The answer is simple. Estate planning is more than just a will, or a trust. There are legal pitfalls inherent in wills and trusts that can lead to unintended consequences. At the Barilari & Williams, LLP, we help you plan your estate with the following objectives in mind:
Did you notice that only one of these objectives deals with disposition of assets upon death? That's right, a well-planned estate is there to help you throughout your life.
Once we’ve had our initial consultation, together we complete steps 2 – 5:
Remember: “Peace of mind is knowing that when you’re gone, your wishes will be carried out as if you were here.”