Estate Planning
Protecting your family’s security is our primary focus. Our firm provides holistic estate planning services. We tailor your estate plan documents, so that they align with your goals and objectives. We also handle the initial transfer of property to your trust, so that your plan will work as intended.
With exceptions, we include at least one trust in each of our estate plans. For our international and high-net-worth clients, we have intentionally located the firm in Sioux Falls, South Dakota, because we believe that South Dakota is the best trust jurisdiction in the United States. In addition to being an incredibly tax-efficient jurisdiction with a predictable legislature and court system, South Dakota has adopted several statutes that arguably provide their trusts with the most flexibility and asset protection features in the United States. It is no accident that South Dakota has over $3.5 trillion in banking assets managed within its state and over $350 billion in trust assets.