Client-Centered, Relationship-Based

Estate Planning

At Huck & Brisske, LLC, the emphasis is on the client. We pride ourselves in being client-centered and relationship-based in our interaction with our clients during the estate planning process. We also understand that estate planning is not an event, but a process that involves a dialog involving the client and his or her estate planning professional, as well as the client's other advisors. From time to time a client's finances will change, his or her objectives will change, the needs and dynamics of the client's family will change, and tax laws are forever changing. An estate plan needs to keep up with these changes. It is critical that the client stay involved in this process.

In accepting an estate planning engagement, we are invariably being asked to prepare a plan for an event (disability or death) that will take place at an undetermined time in the future. Because we don't know when that will be for any given client, we also don't know:

  • The client's family dynamics at that time;
  • The value and character of the assets that the client will own;
  • How the client's assets will be titled, what beneficiary designations will be in effect and who those beneficiary designations will name and in what capacity;
  • The local (state) laws will affect the interpretation of the client's estate plan and any beneficiary designations then in effect;
  • The income tax implications of the distribution scheme outlined in the plan that is then in effect;
  • What federal and/or state estate tax laws will determine the taxation of the estate; and
  • What other factors may be relevant to the efficient and cost-effective administration of the estate.

It is not our goal to simply create a plan that addresses only the client's current issues and does not adjust to the client's changing circumstances over time. Neither should that be the client's goal. Our hope is that every estate planning engagement will develop into an ongoing relationship with the client and the client's family so that we can make sure that the plan works as the client intends it to work when it is needed. Our practice is designed to meet that objective through a FAMILY LEGACY PLANNING model that will provide ongoing protection for the client's family over time.

Click here to download an Estate Planning Questionnaire: single / married