You need an estate plan that has been crafted to fit you, your family, your business, and your philanthropic goals. At the end of the day, you need more than just a good tax plan. You need a plan that also considers the dynamics of your children, your employees, and your favorite charities. You need a plan that works.
Estate Planning is not a one-size-fits-all exercise. Lorri Otis works with you, to design a plan that works for you.
