Why Hire Us?

"it WOULD never happen to OUR family..."

When executing a Trust/Estate, roughly 90% of families may never speak to their family members again or the family relationships are severely damaged. Broken family relationships could be due to miscommunication of what the Trust/Estate is really about, and the legal responsibilities of the Trustee. There are several signs during the course of a family life-span that could affect the execution of Trust/Estate. Family members need to be reminded that good and open communications between the family and the Trustee gives the family a good chance to remain an-intact family.

How important is your family?

I have first hand experience dealing with my own families and my husbands family Trusts that involved the same financial dealings to beneficiaries. One family became closer while the other will never speak to each other again. No Trust attorney, banker, or financial adviser could prepare you for these scenarios. No one is prepared to be put in a decision between family personalities and overseeing a Trust which is exactly like running a business. I learned many steps that could have been put in place to save my husbands family if we all were educated the correct way prior to the passing of a loved one.

I ask you....again.....how important is your family?

the trust

Choosing a Trustee is a personal decision that must be weighed on the complexity of the estate, and most importantly the dynamics and relationship of the family. With the selected Trustee, considerations must be where they live, knowledge of running a business including detail record keeping, time commitment as Trusts average 350 - 600 hours. And most important will the relationship between the Trustee and the beneficiaries create personal past feelings that will break a family legacy forever.

Responsibilities of a trustee

Trustee Responsibilities may include:

Selecting and communicating with professional services
Record keeping
Daily log book
Filing and paying taxes
Managing investments
Tracking and distributing assets
Overseeing business interests
Liquidating assets
Maintaining and selling real estate
Paying expenses
Preserve valuables
Resolve beneficiaries disputes
Defend and pursue legal claims
Accountable to all beneficiaries
Knowledge of bookkeeping and audits

A $7 MILLION DOLLAR

TRUST GAMBLE IN 1968

A lady with four children and a husband lost her father, she had two other siblings that never shared that passion of her late father. She disagreed with her brother to sell the properties to pay an estate tax as she wanted to live out her father's dreams, it created a distance between her and her husband that within five years resulted in divorce. Her relationship with her siblings was strained and distant after the decision. All this because of executing a trust with different values, believes and past feelings that were never discussed in advance.

The lady is Ms. Penny Chernery and her passion was a race horse named Secretariat who won the Triple Crown in 1973