BRG works with clients, their families, and other trusted advisors, in structuring an estate plan for preservation, ease of administration, and peace of mind.  While many clients first come to us to draw up a simple Will, an effective estate plan consists of several additional documents, the combination of which can provide you a legal safety net for your care and directives. BRG Legal strives to assist clients in directing who will assist them with financial, business, or medical issues if unable to do so themselves. We want our clients to take charge of their end of life care and help facilitate often difficult but important conversations with their loved ones, before the opportunity to do so has passed. We advise clients how to preserve and protect assets, provide for minor or differently-abled children, and direct how your estate will be enjoyed by loved ones after you pass.

We’ll discuss with you options for achieving the most appropriate dispositive means for your estate upon death.  Whether your goal is to avoid probate, preserve a family home, or provide for family members, we will explain your options and determine if a trust-based estate plan or simple Will is the most effective approach.  We also spend the necessary time to ensure you understand the planning done, how to best utilize the documents prepared, and ways in which to minimize and deal with potential obstacles that can occur as we age.

Our clients matter to us and we want to become a trusted member of your team!  We’ll be there for you and your family along the way, always happy to answer questions, provide clarification, or just be a sounding board for discussion.