Inheritance Planning

I view estate planning as an ongoing process – the accumulation, enjoyment, protection of assets during lifetime, followed by the distribution of those assets to loved ones in a way that maximizes control but minimizes taxes and legal fees.

While financial assets are important, they are not necessarily the most important assets that should be passed down to the next generation.  My law firm focuses on helping families pass on those intangible, but critical family assets such as values, experiences, learning, and charity.

Chinese Proverb: If you want happiness for an hour — take a nap. If you want happiness for a day ~ go fishing. If you want happiness for a month ~ get married. If you want happiness for a year — inherit a fortune. If you want happiness for a lifetime — help someone else.

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