General Info

Giving to our loved ones is no doubt generous. Consider that planning is part of that generosity. We believe that everyone should have a estate plan to:Help their family navigate lifes changes as easy, smooth, and inexpensively as possible;Protect hard-earned family assets and the family businesses from being diluted by burdensome taxes, creditors, divorcing spouses and general mismanagement; andKeep family financial information private from creditors, predators and curiosity-seekers. (Without planning, this information becomes public.)Planning is not only to protect and maintain the confidentiality of these assets, and facilitate the easy transfer of them, but to eliminate the guesswork should we become incapacitated or die about:What should happen to those assets or business;Who should make health care decisions for us and our loved ones, and what should those decisions be;And who should take care of our minor children that are unexpectedly left behind.At DAngelo & McDonald, we strive to make the process of planning easy and simple for you, and to present you with choices where you make the thoughtful decisions that give you maximum peace of mind, knowing your family will be taken care of in the way that you want.You dont have to give up flexibility, nor do you have to give up control. If you value your privacy, you do not even necessarily need to share with us the dollar values of your assets. We try to understand your needs and values, present you with choices in a simple way that you and your family can understand, and you are free to make informed decisions you are comfortable with from there.We are always available to answer any of your questions, and never charge for a phone call or a fax. We love hearing from you! We want you to feel confident that you and your loved ones will be in excellent hands with our firm.