Our Mission
Life’s path is rarely smooth, and there are times when your assets become at risk because of events that are expected – and those that are not.
Focusing on issues that often concern individuals as they age, our mission is clear – we strive to provide the most valuable and most effective advice possible to prepare you and your loved ones to make informed decisions that are absolutely right for you. Serving a broad spectrum of needs, our goal is to not only protect your assets, but to also protect the dignity and overall well-being of you and your family by ensuring that your wishes and intentions are honored.
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Recent Blog News
Understanding the Differences Between a Living Trust and an Irrevocable Trust
Before you commit to adding a trust to your estate plan, make sure you understand the differences between revocable (also called “living”) and irrevocable trusts because each offers advantages and disadvantages, depending on their purpose.
Five Things to Include in an Estate Plan
Estate planning is important for people of all ages, but as we age, the need…
Financial Strategies to Pay for Assisted Living
Assisted living rent can vary from $2,000 to $5,000 monthly. Depending on what type of…
Planning for Your Child with Special Needs
Estate planning requires specialized planning when you have a child with special needs. Looking to…
