Revocable Living Trusts
Revocable Living Trusts have been promoted by the legal profession as a means of avoiding the probate process as well as to eliminate or reduce estate taxes. Unfortunately, it has been our experience that the vast majority of living trusts we review do not meet these objectives.
Our goal is to work with our clients and their families to create plans that work. To this end, we have created a process that includes the steps necessary to implement a successful revocable living trust centered estate plan. We provide our clients with a process that affords personalized counseling, a high level of client understanding through extensive education, a formal approach to keeping the plan current with changing legal and personal circumstances throughout the years, reduced overall fees, as well as a high success rate in terms of the basic planning goals of probate avoidance and death tax avoidance.