Professional Estate Planning Services
Be Prepared for the ‘What If’s’ of Life
"IT'S ALL ABOUT THE FAMILY" - Assisting Clients Since 1987
We Are Estate Planning Facilitators Who……..
Work with attorneys to provide quality estate planning services at affordable prices. We make estate planning a stress free and consumer friendly experience. It is this type of pre-needs planning that eliminates the anxieties customarily associated with incapacity and death. We are there with you every step of the way; from initial planning to implementation of your plan with support and guidance for your family.
Why us?
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Our 25 years of experience give you a wealth of knowledge to draw on when designing your plan
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Our services are economical - based on flat fees rather than hourly billing
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We assist with implementation and monitoring of your estate for as long as is necessary
- We provide life, long term care, and final expense insurance as part of your estate planning design
Our services include assistance in:
- Providing for those with special needs
- Providing assistance and guidance to your family members when they become beneficiaries
- Providing guaranteed income for life
- Long Term Care planning services
- Life insurance and annuities
- Long Term Care and Final Expense insurance
- Outlining your intentions for loved ones
- Wealth preservation
- Probate avoidance
- Preventing contestability
- Maintaining control of assets in the event of incapacity
- Keeping your affairs private
- Senior concierge services