Individuals, Families & Retirees

Without a personal plan you have the Government plan - Probate!

Without proper planning, by default, you have the government plan, probate which takes 9 months to 2-4 years, it is expensive, it is public, the state makes all the decisions and the assets are frozen during the process.

Often times people don't think they are rich enough or old enough to need a trust and an estate plan or they think it is too complicated, too expensive or that they will get to it one day.

We work with people educating and empowering them to properly structure their trust an estate plan so they can avoid the probate process.

We provide simple complimentary consultations , comprehensive, personalized trusts and estate plans which includes the trust, pourover will, financial and healthcare power of attorneys,, the living will with healthcare directives, and more with affordable preferred pricing.

Visit our FAQ section for informational videos or Contact Us to learn more.

realtors

We work with Realtors and their Clients!

We have a unique Realtor Estate Planning Program which allows realtors to add value to their clients, and potential clients

The goal of our program is to provide educationally based, comprehensive, affordable estate planning services to strengthen the relationship between realtors and their clients and future clients.

Realtors can host our educational trust and estate planning workshop with customized client data worksheets, gathering the information realtors want to know along with affordable preferred pricing.

This is a great way to get in front of the community offering a significant, relevant and tangible service.

employers

Employers can offer Estate Planning as an Employee Benefit!

Attracting, hiring and retaining good quality employees has become more competitive and more expensive.

Most employers offer traditional benefits like medical, dental, vision and life insurance programs and many offer voluntary plans like accident, critical illness and cancer. All these are good to have but we suggest you offer one more plan, a Trust and Estate Plan

Anyone who has gone through the probate process knows it can be a very cumbersome and expensive which creates frustration and worry. This can be very distracting and disruptive to our daily lives including our work responsibilities.

Access to education and a proper trust and estate plan can alleviate this uncertainty, and worry, keeping your employees focused and performing well at work.

Our unique educationally-based trust and estate planning workshop and Revocable Living Trusts, offered on a voluntary basis with preferred pricing is a great way to show you care!