Our clients are a diverse group of mature age who have been financially successful in their lives. With varied backgrounds in everything from agriculture, medical professions, manufacturing, transportation, service industries, and a host of others, our clients do have many commonalities:
They want sophistication in their planning but with simplicity.
They want less risk in their finances (they don’t need to take risk).
They want to treat their beneficiaries fairly but not necessarily equally.
They want confidentiality.
They want value.
They do not want to pay tax twice (they have already paid a great deal).
They want solutions for complex estate equalization issues.
