Estate and Trust
Planning for what comes after.
Creating a plan for those you love is one of the most important thing you can do for them.
We have years of experience helping clients develop a plan that?s simple and exact for what you want to happen. We can work with you and your attorney to put a plan into place.
Our experience also reaches into the areas of planning trusts. If you need to separate or protect your assets from your business, ensure that a business or property stays within the family, or set up a long-term source of income for someone, we can help you put these plans into place.
David Horlacher is our expert in estates and trusts. His 30-plus years working closely with clients to develop workable plans puts clients at ease. Every plan he develops is unique to each family and each situation.
Our specialists in this area
