Estate Planning
The current use of the term “estate planning” has brought many meanings. It can mean something fairly simple such as only preparing a will, to something very complex such as planning for tax savings and multiple generation transfers. When we finish a matter for our estate planning clients, we ask them to evaluate their experience. They have told us they appreciate the Adrian & Pankratz approach which emphasizes planning unique to their specific needs. They say we “hear” them and respond to what is said. They say we are clear and understandable in our explanations. Since our matter ending questionnaires request that clients “rate” us we know that we receive high marks. We want to keep those ratings and will do all we can to maintain that status. As a result, our clients benefit by receiving planning tailored to their needs in a manner they understand.