Best Specialist for Creating and Maintaining a Trust.
It was my husband’s idea that we needed to establish a trust. After meeting with Wendi, I learned about how to protect ourselves and our son from disadvantageous tax situations and probate court. Making decisions for the trust made us address issues that we may have never discussed otherwise until it was too late. For example, we may not have dealt with powers of attorney or a living will until after we were already incapacitated. Wendi made a time-consuming process much easier to complete through her check-lists, templates, and clear instructions for every task. The binder she put together for us is so thorough and makes something overwhelmingly complicated possible to understand and follow. If I need to remember anything about what we did, I know it is in the binder!
