All too often, clients leave an estate planning consultation frustrated at a meeting that was full of legal jargon, feeling like an exercise in over-planning.
That is not the Bulman Dunie way. We pride ourselves on engaging with estate planning clients with easy-to-understand language. Our goal is to provide an estate plan that strikes the perfect balance between planning for the client’s likely post-death considerations, while making the plan sensible to administer.
We regularly prepare advance medical directives, financial powers of attorney, wills, and trusts. Most importantly, we explain what each of these documents mean and how they work together to offer clients the solutions they need.
We work with clients of all ages, backgrounds, and net worths. The newly-married couple that needs a basic estate plan will receive exactly the same kind of care and focus as the older high-net-worth client who is on the third iteration of his/her estate plan.
Our planning attorneys are regularly invited by local senior living facilities, organizations, colleges, and universities, to provide seminars on estate planning principles. Our reputation is that we make the complicated-sounding world of estate planning easily understood.
Peace of mind. Warmth. Comfort. Ease. Those are the guiding principles and core values of our estate planning practice. Contact us to find out and feel what sets us apart from other planning attorneys.
