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.