a Nursing Home
Keep More of What You Have
Custom Fit To You
• Save you money
• Increase tax-efficient retirement income
• Leave more tax-free money to loved ones
• Estate and Trust Litigation
• Estate Administration & Probate
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WE ARE STILL OPEN, BUT YOUR SAFETY IS OUR HIGHEST PRIORITY
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We will not shake hands or have other person-to-person contact.
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We are frequently cleaning and disinfecting high-touch surfaces in our office, including our reception area, conference rooms, client-workshop training room, and our restrooms.
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Each area is cleaned before and after each client meeting.
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Hand sanitizers are available throughout our office.
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Each client will receive a new, unused pen. You may take the pen with you when you leave. Any pens left in our conference rooms will be immediately discarded.
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Video and telephone conferencing is available.
Upgrade Your Estate Plan
Attend Your Vision Meeting
Plan For Your Life
Enjoy your retirement
All retirement, estate, and asset protection planning should be continuously improved, too! You want to provide your family with the highest levels of safety. You wouldn’t allow your child or grandchild to drive a car without seatbelts or airbags! When was the last time your retirement or estate plan went through a safety check?
You’ve probably never thought about the safety features of a retirement, estate, and asset protection plan, but we think constantly about continuously improving the safety features of our work. We create custom-designed solutions tailored to meet your goals. We want to make sure that you benefit from our ongoing research and development.
Think about the TV ads that you have seen that show various crash tests. Those ads try to demonstrate how safe those cars have been constructed. When it comes to our clients, their true-life experiences demonstrate the crash-worthiness of our legal solutions. Over 4500 local client families have trusted us to protect them. We comfort them and protect them in the real-life situations such as death or unwelcome medical diagnoses. Our solutions are proven to keep you and your family safer in the toughest conditions.
You wouldn’t buy a car without a service plan, but you likely never imagined legal work with a service plan! As changes occur in your life or in state and federal law, your plan may need an upgrade or update.
We provide these features with all of our retirement; estate and asset protection plans:
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High-precision trust asset funding
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Trustee training workshop to teach you how to operate your estate plan
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Successor trustee workshop to help your future decision-makers know what to do
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A free 3 year review
If you’re a pre-retiree or retiree who wants to have more tax-efficient retirement income or more tax-free money for your loved ones, then schedule your free initial meeting. There is absolutely no cost for the initial vision meeting.
Retirement and estate planning is a long-term relationship, not just a transaction. We look forward to being your trustworthy guide for estate, asset and retirement tax planning.
Are You Already a Client?
Is It Time To Upgrade Your Estate Plan?
Have you gained any grandkids or in-laws? Lost anyone in the family? Had a beneficiary move out-of-state? It’s time to schedule your 3-year review. Even if you haven’t had any changes, state and federal laws may have changed that directly affect you!