For over 30 years, we have been preparing our clients for the 'what if's' of life, providing quality assistance in the design of your estate plan.
For over 25 years, we have been preparing our clients for the 'what if's' of life, providing quality assistance in the design of your estate planning for the protection of your family. We know what to include in the instructions to maintain total control of your assets in the event of incapacity or death. We design the outline of instructions based upon the information gathered according to your desires. We first learn about your family situation, then your assets structure that makes up your estate. When the plan of instruction outline is complete, it is then forwarded to a qualified estate planning attorney for approval and preparation of the documents required to carry out the wishes of the client. There is no time clock, regardless of the amount of time we spend with you.
Periodic reviews, no charge meetings and family assistance at the time the documents are used during incapacity or death are all standard services. Experience has shown that the family simply does not know how to proceed with the documents. We are with you every step of the way.
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