As a trained mediator, David's belief is in the team approach - working with other trusted advisors such as accountants, insurance consultants and financial planners - he assures that the clients' goals are heard and met.
He deeply listens to the concerns and needs of blended families, family business owners facing transition issues, high net worth families seeking help in minimizing estate and income taxes, traditional and non-traditional families who want to protect their children and themselves.
David believes that the way we learn about clients' values and plans is through the stories they tell us about their lives; stories that reflect and give meaning to their past, that demonstrate their connection to spirit, that express the stewardship with which they interact with the people they have in their lives. He wants to know about their ancestors, their traditions and heirlooms. With this information, he can create a plan that meets the clients' intentions and dreams. More than just helping clients provide for their families and beneficiaries and preserving their estates, David focuses on his clients' long-range vision.
About Fees, the situation presented by each client is unique and the recommended plan should respond to your needs and desires. A plan's complexity is determined by the client's planning goals and ranges from a Core Complexity to High Level Complexity that requires the use of advanced planning techniques. After David has had an opportunity to meet with you and understand your situation and goals, he will quote you a flat fee for designing, drafting and implementing your estate plan.