Our financial situation is quite complex, involving multiple properties, multiple retirement plans, scattered assets, multiple beneficiaries, and so on. We’d reached a point, in fact, at which we didn’t even know any more exactly what our assets were much less have a strategy for managing them in the event of our incapacitation(s) or death(s).
Joe Masiuk helped us to determine what we had and provided us with a structure for managing that in such a way as to make life as easy for our executors and to minimize any tax liabilities or involvement of the courts in what we considered private business. He suggested strategies we never would have adopted on our own and covered areas we never would have thought of either, such as who should make medical decisions for us in the event we were incapacitated and on what basis those decisions would be made. All in all, he provided us with a complete package in which just about any conceivable related event is dealt with in a logical and efficient manner.
We entered into the process of making retirement and end-of-life plans with considerable apprehension, but having established a trust per Joe’s recommendations we feel greatly relieved that that burden has been removed from our backs. His firm’s service has been warm and efficient, and we are confident that when the time comes, the firm will assist our executors as if they themselves were family. Thanks you.