The primary purpose of estate planning is to protect one’s assets for their benefit during life, then pass to heirs with the least amount of exposure to creditor exposure, taxes or cost of probate.

Our Estate Planning Products & Services

Although we are not attorneys (and do not draft legal documents), we do work with some of the best estate planning attorneys there are and have the capability to do much of the preliminary estate planning which can save you money when you do sit down with the attorney who will draft your documents.

"The needs of every client are first, middle and last. Nothing else matters."