Creative Estate Planning and Trust Recommendations for Difficult Issues
Joe Mona has been the estate planning attorney for our family for over 15 years. Joe has provided trust planning and consultation to multiple generations of our family, and his advanced planning recommendations have saved our family significant estate and gift taxes over the years.
Joe’s creative recommendations to our family were formally audited by the IRS on two separate occasions, with very successful results for our family. When difficult trust issues confront our family, we always consult with Joe for his advice.