Comprehensive Estate Planning

Estate Planning is just as important to most of our clients as Financial Planning.  We are very knowledgeable in this area and can aid you in selecting the right direction for you.  If nothing else, let us give you a second opinion before you take a course of action.

In addition, we work with a local attorney in getting what documentation you may need at a reasonable price. We suggest that before you decide on what attorney to use, to get an all-inclusive price for what you elect to do.