Power struggles, fairness issues, and authority conflicts abound. The gift of inheritance can turn into a melodrama - and in some families, a virtual tragedy We strive to enable family members to reach a better understanding of the interface between psychological and financial issues. Consensus on all issues seldom is reached. Where there is major wealth, openness within the family during the estate planning processes, however, lets members feel that they have been seen, heard, and included in the processes of inheritance. Consider the psychological impact of money.
Money is only a fraction of what goes into a balanced view of life.
A satisfying human life is the goal of most of us for ourselves and our families. We are interested in you and your family. Not just zero taxes. We can work with other appropriate professionals on an estate planning team, however, to clarify the goals and values of each family member and aid in establishing mutually acceptable agreements about family money matters. Our goals are to work as part of an estate planning team, not just draft zero estate tax wills and trusts, but to help our clients to find ways of being comfortable with their financial positions without distancing those who may matter most in the midst of transferring family wealth to the people and causes they love.