Areas of Practice

As E Trustee Counselors, Attorneys Rod Halstead and Stephen Schmidt are called to serve all who come through our doors in order to help them meet their current needs and goals and to encourage our clients to look to the future with a goal of finishing well…..Read More

Shook

Can’t attend our workshop? Our goal at E Trustee Counselors is to provide our clients with the best possible education about long term care planning options.

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About/Welcome

As E Trustee Counselors, Attorneys Rodney Halstead and Stephen Schmidt are called to serve those they come across to help them meet their current needs and goals and to encourage them to look to the future with a goal of finishing well.
If you are reading this message, then you are one of those people whose path is crossing ours. Whether you become a client or not, we hope that you spend a few minutes at this site and that the contents of this site encourage you and uplift you….Read More

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Grace’s story…

January 15th, 2016|Comments Off on Grace’s story…

This month I want to tell you about one of my recent clients that we were able to give significant help to in the area of asset protection planning. Although we do a variety of […]

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Protect Your Family and Assets With the Gift of a Lifetime

December 21st, 2015|Comments Off on Protect Your Family and Assets With the Gift of a Lifetime

We all have to look out for ourselves and loved ones because rest assured no one will look out for your interest after you die. Estate planning enables you to make the necessary preparations required […]

“Before working with Rod Halstead at E Trustee Counselors, I was struggling with estate planning, and trying to understand the difference between the need for a will versus a trust. As I started looking for a solution, I was concerned about what to do, and or who to designate as beneficiaries. E Trustee Counselors showed me how to create a trust that resolves my estate planning concerns and established relationship for future issues.”
John Ransom
“Before working with Rod Halstead at E Trustee Counselors, I was struggling with how to protect my assets from taxes. E Trustee Counselors showed me how to create a trust that I feel good about, and as it is all in writing, it is easily available to discuss with my children.”
Brian Rickley
“E Trustee Counselors provided me with an outlined and detailed estate plan which was created to avoid inheritance tax concerns for my children. I feel great about the estate plan I received because it was done professionally, and now I don’t even think about having problems after my passing.”
Marilyn Rickley
“Before working with Steve Schmidt at E Trustee Counselors, we were struggling with where to start with the planning for end of life issues. We were concerned about our situation and Steve was able to create a plan that aligned with what we wanted to accomplish. We feel good about our estate plan because the concerns we previously had were documented and addressed.”
Frank & Carolyn Fast
“Before working with Steve Schmidt at E Trustee Counselors, I was struggling with my current attorney and I became unsure about what the best solution for me was in updating my plan. Steve showed me how he could provide me with an updated plan that addressed my concerns. As a result of working with E Trustee Counselors, I feel comfortable.”
Delores Wittmus
“Before working with Steve Schmidt at E Trustee Counselors, we were struggling with how to assure our assets and final wishes would be handled. Steve showed me that with a proper trust and will, we wouldn’t need to worry about keeping our documents up to date. We feel reassured about the new laws and regulations, as we are members of the Maintenance Plan, and any new regulations will be addressed at our annual review with Steve. As a result of working with Steve, we have confidence our will and trust are legally enforcing our wishes.”
Del & Ann Wachsman
“Before working with Rod Halstead at E Trustee Counselors, I was concerned with my current trust and what would happen at the time of my death. I was concerned that the safety of my trust, and can someone else implement changes to it after I passed. I now feel comfortable that upon my passing, my wishes will be honored as described in my trust.”
Marie Bequette