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.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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