Because Brian is not a licensed attorney, he does not have the ability to draft legal documents, but he does work with a number of legal specialists whose practices focus on personal wills and trusts. Together, they will help you create and implement tax-saving strategies that are designed to protect and preserve the assets you have worked so hard to obtain.
Estate planning lawyers assist in drafting wills and durable powers of attorney, establishing and administering trusts, creating lifetime gifting strategies, and forming tax-minimization strategies that ensure the distribution of clients’ assets according to their wishes.
Our firm does not offer legal advice. Consult your legal advisor regarding your situation.