Trust Planning in Queensbury

Trust planning is expensive and complex without expert assistance. Hiring a dedicated financial planner to help you set up your trust is less expensive than diving in without knowing your rights and options.

Don’t be frustrated or intimidated by your trust planning. Instead, call Whittemore, Dowen & Ricciardelli, LLP for help. Dale Mullin, one of WDR’s partners, is a certified financial planner with over a decade of experience.

Never Too Soon

A common mistake people make in trust planning is that it is dependent on age. You are never too young to start trust planning. As long as your trust is set up and maintained effectively, you can save your family time, money, and grief.

WDR helps you get a head start on your trust setup and management. Dale figures out how a trust can meet your unique goals and reviews the available options with you. He also helps you establish a protection system, which will help the next generation receive and manage your money in accordance with your wishes.

Customized Engagement

Every trust planning situation is different. To give you the focused help you need, Dale gets to know you personally.

He discusses your situation carefully to develop his understanding of your needs. He then provides useful research tools to make your planning simple, efficient, and worry-free. Any time you have more questions, a change of circumstances, or an interest in alternative options, simply reach out to us.

Contact Us for Help with Trusts

The hassles of trust planning and management can be daunting. However, when you come to Whittemore, Dowen & Ricciardelli, LLP for help, you always have the support you need. Dale and the WDR team assist the people of Queensbury, Saratoga, Glens Falls, and Malta through every step of the trust establishment process. Call our firm and schedule your consultation today.

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