What are the primary goals of your firm vis-a-vis client representation?
Our most important goal is to do our utmost to serve the client effectively. We cannot guarantee the success of any given program, but we shall strive to represent the clients interests vigorously and efficiently. In all events, as counselors, our goal is to appreciate the desires of the client. To this end, we strive to listen to the clients statement of concerns and to the goals of the client. Based on what we hear, on our experience, and on our knowledge of the law, we make recommendations to the client. Our recommendations may not always coincide with that which the client expected to hear, but our recommendations will always be put forward with the best interest of the client in the forefront. What we then actually do depends on the instructions received from the client. Specifically, in the area of estate planning, our primary concern is the protection of sufficient assets and cash flow to provide for the needs and wants of our client. Of secondary importance is the reduction of
