• Introduction Page
• YOUR CHALLENGE
• YOUR OPPORTUNITY
• HOW WE HELP
• FIRST STEP
• ADDITIONAL INFORMATION

  Additional Information

  • Our Principles
  • About Dave Bohl
  • Fees
  • Client Story #1
  • Client Story #2

  Frequently Asked Questions

  • 1) I have worked with a top law firm to create wills and trusts. Why do I need to work with you?
  • 2) What kinds of issues are addressed by a Letter of Direction to Trustees?
  • 3) What is the legal impact of the Letter of Direction to Trustees?
  • 4) How many meetings are generally required?
  • 5) How long does the process take?

1) I have worked with a top law firm to create wills and trusts. Why do I need to work with you?

We do not compete with your law firm. Rather we work with you and collaborate with your legal team to develop an end product that is ancillary and complimentary to your estate plan. We work with counsel to make sure that the Personal Family Wealth Policy is properly integrated within your overall estate plan, and that they are comfortable with the overall approach.

The trusts that will eventually administer your wealth for future generations typically instruct the trustee to make distributions for the Health, Maintenance, Education and Support (“HMES”) of the beneficiaries. You have two options under this HMES standard. We believe the better approach is to work to provide the trustee with documentation of your values and philosophies in order to provide a context for decision-making. Alternatively, in the event you fail to articulate and document your wishes, you effectively give the trustee a license to substitute their judgment for yours.

Any trustee who sincerely wants to carry out your legacy will be grateful to have the benefit of your thoughts as they grapple with challenging financial and family issues that will impact your family for generations to come.