Getting it Right

Not all trusts are the same and there is a blizzard of differing opinions on what you should or should not do. Yet the first decision you need to consider is clear and undeniable – you need to find out where you want to go first, before rushing down any road with a trust. Once you know, sorting through the weeds of differing advice is much easier.

Always keep in mind the dangers of not getting it right. You could spend just a few hundred dollars and fifteen minutes on some “do-it-yourself” kit offered on the internet, only to spend tens of thousands of dollars and years undoing the mess you put yourself in. So if we accept you as a client, we will aim to work with you in getting it right from the start.

Trustees