Joe and Allison Learn Their Trust Did Not Protect Their Family as Originally Thought
Joe and Allison retired to Tucson from the Midwest for our warmer weather. They had two grown children and three grandchildren. Though they had a trust created in their home state about ten years ago, Joe and Allison heard it would be prudent to have their trust reviewed in their new state. However, since their beneficiaries remained the same, they assumed the review would simply be a formality. A friend recommended they contact our firm.
They met with attorney David Karp, who asked them questions to learn not only about what they want for the future, but what they want to prevent in the future as well. With David's guidance, they explored situations they had never really considered that could in fact occur in the future. They realized that their trust did not protect their family like they thought it did.
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Jennifer and Fred Learn How Easy It Is to Get True Peace of Mind
Jennifer and Fred, long-time Tucsonans, have wanted to take care of their estate planning but had always been too busy. But with a friend's recent stroke and with the COVID pandemic, they decided they could not afford to wait any longer. They felt comfortable with their lives to date. They had worked hard to save some assets and had three grown, beautiful, married children: an engineer, a pediatrician and a stay-at-home mom, and five grandchildren. Their financial advisor recommended they contact our firm.