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We are passionate about creating custom estate plans to help our hard-working clients protect the two most important elements of their lives: everything they have and everyone they love. We are committed to doing so in a clear and simple manner. We will never ‘sell’ you a plan you don’t need.
Let our 24 years of experience in this field work for you.
From Our Blog…
Why Real Estate Title Matters
Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved. Understanding how your real estate is owned, or “titled,” is [...]
SECURE Act Update – Proposed Regulations Issued
In 2020, we alerted you to the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective as of January 1, 2020. See our original blog post [...]
Election Year Estate Planning – Why You May Need to Act Fast!
With a push by the Democratic party to restore federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their [...]