Philosophy

The partners of Manfred & Hunt share a common philosophy –helping you and your family accomplish your estate planning goals. By providing clear explanations, deep insight and unsurpassed knowledge of federal and state tax laws, we take the mystery out of the planning and estate preservation process.  For us, the right answer is the one that achieves our clients’ desired outcome with speed, predictability, clarity, and efficiency. 

Our goal is to make the complex nuances of estate planning, trust administration, and probate simple to understand.  While we have a combined forty-plus years of experience working on estate plans and estate administrations, we understand that this process is often brand new to clients and we strive to explain it in a way that is clear and concise.

Estate planning, asset preservation, elder law, and trust and probate administration are our only areas of practice. We are proud of our record of helping thousands of individuals of all levels of wealth and assets, people concerned about protecting their families from the devastating legal and financial effects of disability and death. As a proven way to protect families from the expenses and delays of probate, to minimize or eliminate federal and state taxes, to protect against the expense and grief of incapacity, and to avoid having assets pass to “unintended” persons (i.e., a new spouse’s children), we champion the use of revocable living trusts.

We frequently present estate planning seminars to accountants, attorneys, financial planners, insurance agents, business associations, special interest groups and the public. Our trust and other planning documents are explained in straightforward language that clients, successors and beneficiaries can understand. By taking advantage of these services today, you can relieve loved ones of needless attorneys’ fees and government interference in settling estates. Most importantly, you will have peace of mind knowing that you and your loved ones are protected.

Our Clients

We recognize that each estate planning client has unique needs and does not fit into the same estate planning mold.  In specifically tailoring our estate plans to the individual client, we strive to look at the full range of possibilities: the expected, the unexpected, the traditional and the unique. In doing so, we help clients create and execute effective strategies for protecting themselves, their loved ones, and their investments.  

For our probate and trust administration clients, we realize that the process is often foreign and overwhelming to them and clients are usually trying to deal with the process during a very emotional and stressful time.  Our goal is to alleviate as much of the worry and hassle as possible. We will we will walk you through the entire administration process and provide constant communication as to the status. Our job is to make your job as the trustee/executor/personal representative as easy as possible and if we’re not doing that, we want you to tell us.

Billing

Most of our estate plans on done on a flat fee basis, so that by the end of the first appointment, our clients know exactly how much they pay for the services.  For the clients that we charge on an hourly basis, our bills are simple and direct. We are cost-effective. The partner you hire works on your matter rather than a team of junior lawyers or paralegals. Our bills do not include charges for faxes, photocopies, long-distance phone calls, word-processing, postage or other hidden “profit center” costs.

Innovation

Our estate planning clients hire us to get estate plans done, and not to spend time and money for the sake of process or argument.  We are results oriented.  Whatever the engagement, we are always looking to conclude the case to meet the clients’ objectives.