• 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?

YOUR CHALLENGE

For all its blessings, wealth can complicate your family life if it negatively impacts how your heirs think.

You don’t want your heirs to struggle to form their own identity, to lack self-esteem, or fail to develop the sense of purpose that propelled you to success.

You want them to enjoy your same confidence and satisfaction.