Robert S. Plott and his staff offer a full range estate planning services tailored to each client’s financial and personal objectives. Contrary to popular belief, estate planning is not solely for the very wealthy. A comprehensive estate plan addresses all aspects of caring for one’s finances and loved ones, including protection of assets from creditors and ex-spouses, asset management and, when applicable, minimization of taxes.
After an initial consultation to gather relevant information and an indication of our client’s wishes, we offer advice to achieve the stated goals in a cost efficient, but effective, manner. At times this advice will include complex techniques, but much more often will involve a relatively simple structure to transfer and protect your assets.