Broker Check

We are not here to tell you what to do, but we are here to help make sure that your wishes are
documented and carried out. Do you have real estate? Do you have a blended family? Do you
have a business? Do you have special needs children? Do you have assets over $1,000,000? Are
your children married? Who should manage your estate? Are you the main financial decision-
making spouse but don’t have an estate plan? Are you living with someone you are not married
to? Do you have a lot of stuff that is meaningful to a lot of people? These are just a few
situations that can cause incredible pain for those left after your death. With no Estate Plan
you can compound the pain of loss for loved ones.

What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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