We provide a streamlined process that can save you time and money
We are education based so we take the time fully explain the strategies that we will be introducing to you.
We have personally met with and vetted all of the Estate Planning attorneys and tax professionals that we work with to help create a professional and pleasant experience.
We have negotiated pricing with attorneys, trust companies and tax professionals so that you know exactly what you are paying for and how much.
We help our clients understand recommendations, get past common roadblocks, assure timely completion of documents and to review for items to implement.
We work with the client to implement their plan including setting up beneficiaries, funding trusts, setting up entities, setting up insurances and allocating investments.
We are there for you and your family when death occurs to ensure a smooth and peaceful transition of assets to beneficiaries.
The overall benefit is that you will receive a professional crafted, Comprehensive Estate Plan with a team of experts to make sure it is implemented properly and serve as an ongoing resource for you and your family as your situation changes.