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Design

We tailor structure and strategy to the specific situation, not to a template.

Once we understand the situation, we design a plan. Not a standard plan, and not a plan that works in the abstract — a plan for this family, these assets, these concerns.

The design phase is where the most consequential decisions get made: whether to use a trust or a will, how to title assets, how to sequence transfers, how to balance the interests of different family members.

What this phase involves

• Recommendation of an appropriate structure
• Analysis of tax consequences
• Consideration of family dynamics and fairness
• Coordination with other advisors (CPA, financial planner)
• Written outline of the plan before drafting begins

We explain the design in plain language, so the client understands not just what we are recommending, but why.