Why Choose Us
- Over 50 years of combined experience in the areas of estate planning, trust administration and investment strategy
- Specialized Tax Planning knowledge and expertise
- Ethical, professional and communicative
- We have a genuine interest in your comfort with the process, and are willing to come to your home, free of travel charges, if desired
Benefits of Estate Planning with Our Offices
Peace of Mind
A comprehensive estate plan will allow you to rest easy knowing that in the event of your incapacity or death, your family can attend to personal rather than financial matters.
Cost Effective Planning
We usually provide a professional, comprehensive estate plan with all necessary documents and letters of instruction for less than $2,000. Of course, if your situation is more complicated, the cost of preparing your estate plan could be more and, if quite simple, much less.
Timely Personal Service
Most estate plans can be completed and entirely effective in less than two weeks from the date of your initial meeting. Changes in title or beneficiary designations take more of your time depending on how may financial assets you have.
Estate Planning is Easy
Planning for your incapacity or passing sounds dreary and tedious. If done properly, you will smile and maybe laugh at your own life. Believe it or not, estate planning can be fun! We have prepared hundreds of estate plans, and most clients acknowledge that the process was easier than they expected, ad really, quite pleasant.
Free Initial Consultation
We are happy to meet with you to discuss your situation. If at the end of that meeting you choose not to proceed, there will be no charge.