Comprehensive Estate Planning

What is Estate Planning?
Creating peace of mind that your family’s legacy will carry on is at the heart of every comprehensive estate plan we create.

How Often Do You See your Estate Planning Lawyer?
Changing personal situations as well as changing laws and federal regulations suggest touching base with your estate planning attorney is important.

Women and Estate Planning
Nine out of ten times women live longer than their husbands. This video touches on key concepts of estate planning a woman may want to consider.

Dividing Assets
Families, blended families and life issues can create complexities in dividing estates.

5 Must Have Strategies of Estate Planning
This video about comprehensive estate planning takes a broader view for the larger estate owner. It explores tax issues, protecting investment income and national asset protection strategies.

What Every Successful Investor Must Know About Comprehensive Estate Planning
New and important trends to hold on to your investments and assets.

Serving Clients Nationally
Clients can receive investment advice using the latest strategies outside of their own geographic area.