Estate Planning
No one can predict the future, but there are many events you can prepare for before they happen. The lack of an estate plan, like a will and other important documents, often creates confusion, stress and arbitrary distribution of assets.
Together, we’ll create a plan to protect your finances and loved ones.
1 |
WELCOME PACKAGE |
Helpful guide and short questionnaire |
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2 |
CONSULTATION |
Chat over the phone or in our office |
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3 |
YOUR NEW SOLUTION |
Review, make changes and you’re done |
We’ll answer your questions and help you make all aspects of your financial and life plans work together in harmony.
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Wills & Trusts
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Probate & Estate Settlement
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Asset Protection
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Special Needs Planning
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Retirement & Long-Term Care
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Veteran Benefits & Medicaid
Don’t put it off any longer. Call us for your welcome package at
800-519-5667.