At Dahl Fischer we know how important the security and protection of your family and your assets are. We work as a team to provide a comprehensive estate planning experience for our clients.
Our Estate Planning services include:
- Wills with Contingent Trust
- Durable Power of Attorney
- Medical Durable Power of Attorney
- End of Life Directives
- Trusts, including Living Revocable Trusts, Charitable Remainder Trusts. QTIP Trusts, Irrevocable Trusts, etc.
- Conservatorships for adults and minors
- Guardianships for adults and minors
How we work with our clients:
Our approach is personal. We work one-to-one with our clients, getting to know our clients, their goals and the legacy they want to provide for their families. Listening to you helps us establish a future plan that is tailored to your specific needs and goals. We work closely with our clients’ other advisors, such as your CPA, financial advisor and tax attorney, to ensure a thorough and comprehensive estate plan that truly represents you.
If is important to us that our clients are educated about all of their options and select the option that is right for them. A good estate plan has many different parts to it, we work with our clients to provide all the supporting documents needed now, so they may avoid having to set up a conservatorship or guardianship if they become necessary in the future. We work to make the process streamlined and enjoyable for our clients.