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ESTATE PLANNING CLIENT SUCCESS STORIES

We are estate planning attorneys. We are proud of the work we’ve done. Here’s a showcase of that work.

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Estate Planning Client Profile #173 | Married Couple | Two Minor Children

Christopher Small October 25, 2019

These clients were a married couple with two minor children. They wanted to provide for their children and provide guardian designations in case something happened to them when their children

Estate Planning Client Profile #172 | Married Couple | One Adult Child

Christopher Small October 24, 2019

These clients were a married couple with one adult child. Their goals included leaving gifts to their son and avoiding probate. We created a trust plan for them, which included:

Estate Planning Client Profile #171 | Single Woman | Two Adult Children

Christopher Small October 22, 2019

This client was a single woman in her seventies with two adult children. She did not have an existing plan. Her goals included making sure her assets went where she

Estate Planning Client Profile #170 | Married Couple | Two Adult Children | Three Minor Children | Update Plan

Christopher Small October 16, 2019

These clients were a married couple with two adult children and three minor children, and also owned a business. They had an existing plan, but wanted to update it as

Estate Planning Client Profile #169 | Married Couple | Three Adult Children

Christopher Small October 15, 2019

These clients were a married couple with three adult children. Their goals included providing for their children, donating to charity, and avoiding probate. We created a trust plan for them,

Estate Planning Client Profile #168 | Married Couple | Adult Children | Business Owners

Christopher Small October 11, 2019

These clients were a married couple with adult children. They also owned a business. Their goals were to provide for their children, and to avoid probate. We created a will

Estate Planning Client Profile #167 | Married Couple | One Minor Child | Vacation Planned

Christopher Small October 9, 2019

These clients were a married couple with one minor child. They had planned an upcoming vacation, and wanted to make sure their child would be taken care of if anything

Estate Planning Client Profile #166 | Married Couple | One Minor Child

Christopher Small October 8, 2019

These clients were a married couple with one minor child. Their goals were to avoid probate and provide for their child. We created a trust plan for them, which included:

Estate Planning Client Profile #165 | Married Couple in Sixties | Four Adult Children | Business Owners

Christopher Small October 7, 2019

These clients were a married couple in their sixties, with four adult children. Their goals included leaving their estate to the people they wanted to leave gifts to, ensuring their

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