An estate plan is much more than a set of forms with blanks to fill in. An effective estate plan is molded from the attorney’s interaction with the client, paying special attention to that client’s situation, needs and concerns. In reality, there is no such thing as a “simple estate plan” unless someone is simply regurgitating boilerplate documents to a client.
At Daisy & Collins, our attorneys and staff take the time to meet with each client to map out the right solution for their unique situation. We understand that estate planning discussions often involve difficult topics and difficult decisions, so it is our goal to guide each client through this time, and allow them to make informed decisions that will provide security that they have taken care of both themselves and their families.
Daisy & Collins works with individuals, families and business owners of all kinds, in all stages of life, with the goal of creating and implementing a customized solution for each client that allows them the ease of feeling that their estate is one thing their families will not have to worry about in the future.
Services include:
- Asset Management & Protection
- Inter-generational Wealth Preservation
- Probate Avoidance
- Provisions for Heirs, Minor Children or Persons with Special Needs
- Tax Liability Minimization
- Guardianships, Conservatorships & Special Needs Trusts
For assistance with your estate planning needs, contact Jason Collins.