I have watched while :

•Trusts stay open too long

• Beneficiaries that are related to or close with the trustee,  argue and disagree                     over “invisible issues”

•Once Loving family members fill with resentment

•Legal Teams run up fees year after year

•Distance might add complexity for your beneficiary to handle your estate

•And let’s face it – Sometimes our loved ones just simply are not good with handling financial decisions and paperwork, such as taxes

By choosing a personal trustee, you help ensure that the beneficiaries benefit from the prudence,  attentiveness and professionalism that a personal trustee can provide.

My responsibility is to understand all of your wishes and provide peace of mind.  We will spend time documenting all the items I'll need to know in order to carry out your wishes when that time comes.  Often, I will stand in as Power of Attorney, Health care surrogate and even facilitate the payments of your bills should you not be able to handle the paperwork and decisions due to illness. 

I provide clear communications with beneficiaries and your trusted advisors. 

I shield the trust from outside pressures and emotions that can negatively influence critical and complex decisions. Without this protection, the family dynamics may prevent effective execution of pre-established estate plans, which can results in loss of capital, or possibly even lead to litigation.

This is the Personalized Service you and your beneficiaries Deserve!

Feel Free to call today and let's see if we are a good fit for each other.