October 20, 2017 Considerations for Using a TrustBy Jeffrey S. Goethe, Esq. Trusts are legal documents based upon complex laws and legal principals. One trust form does not work for everyone. Only an attorney can provide legal advice concerning the need for a trust, the specific trust terms appropriate for a particular client, and the.

President John F. Kennedy said, “The time to repair the roof is when the sun is shining.” The same philosophy should be applied to planning your legal and financial affairs. Don’t wait until you face a crisis to think about your estate plan. Over the years, our firm has assisted many families who encountered situations which could have been avoided or simplified with proper professional advice. The recent storms affecting Florida are a reminder that planning must be done before the storm hits. There are many tools that minimize the inconvenience to those who will step up to help in the event you become incapacitated and handle your assets after you pass away.