Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family’s and client’s future. With that purpose, we are pleased to announce the rollout of our new and improved Estate Planning website! The website was created to serve as a resource center for families when planning their estate strategies. Visitors will find useful information regarding probate, business planning, asset protection, incapacity planning, special needs planning and a variety of other valuable topics. The new site also has distinct areas exclusively for clients, consumers and financial advisors and offers easy-to-understand information on how to protect assets and prepare an estate for inheritance with minimum cost and hassle to their loved ones. Packed with valuable information, our website is a necessary tool in developing an effective estate plan that ensures families will enjoy a secure and worry-free future. We hope you enjoy the new site. If you have any questions, please feel free to contact us.
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- Tax Planning for 2020 - January 2, 2020
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud - January 2, 2020