Since we are probate and trust litigators, and CPA tax and accounting experts, we as Estate Planners know the hurdles you and your family faces when incapacity strikes or after the death of a loved one. We have seen a lot of what happens when care is not taken in designing and implementing estate planning documents. This why we exist: we want our clients to avoid common hurdles and pitfall. Our job is to spend time with you to listen to your concerns and expectations and to ask questions that help and guide you over hurdles unique to you and your family. You should expect us to identify the hurdles and how they will affect your family and to share with you tools and techniques of your estate plan that will flatten, or at least reduce, the hurdles.
We explain concepts and application in simple and understandable ways to empower you to design a plan that incorporates your values and family traditions; that will speak for you when you cannot; and will protect family harmony.
General Rules Do Not Particularly Apply To You
We could write summaries of the various planning techniques on such things as last wills and testaments, revocable and irrevocable trusts, and powers of attorney to prove our experience, but we won’t. The internet is awash with endless writings on various estate planning techniques. Many times, however, explanations on the internet end up being flat out wrong or teach general rules that don’t apply and confuse the reader. Even if we published information on various techniques, we could not begin to describe the how we help clients deploy them. What we will say is this, at Crest Key we understand that general rules does not apply to you in particular.
You Will Confidently Direct The Design and Deployment of Techniques in Your Estate Plan
Understanding technical aspects of any trade is a given, no matter the profession. Estate planning law is no exception. We help you design and deploy techniques in your estate plan that will give you confidence your desires will be carried out. Here is how we do it: after drafting your estate planning documents, an attorney will attend your whole estate planning signing meeting to explain the purpose of the various documents and to focus in on areas important to you. If in the future, you have questions about you documents, we promise not to charge you for a telephone call or meeting to respond to you questions. See Your Strategic Advantages immediately below for how often you may choose to have us review your plan with you.
Your Strategic Advantages
Once your estate plan is complete, we will want to stay in touch with you on a regular basis to ensure your plan stays intact. If you become our client, you will be welcomed into our inner circle and invited to regular events that explain solutions to what appears to be unresolvable challenges we all experience or worry about. If we prepare your federal income taxes, you will receive an annual review of your estate plan free of charge when we deliver your tax return. These are just a couple of the many ways we help you clear the clutter. All you need to do is ask.
Our clients happily tell the world about our 5-star service.