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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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.