Questions About Your Estate
Is a Will all you need?
Or do you think a Living Trust is better?
Should you have Powers of Attorney?
Should you have a Living Will or Advanced Health Care Directives?
Is your written business succession plan documented with an annual third party valuation and funded properly?
What are the most useful and efficient charitable structures for your objectives?
Does your Plan include the new language under the law for a Digital Estate Plan? If not, your heirs and assets may be in danger!
We care about: Easy & simple straight forward solutions
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Our Expert Estate and Business Planning Team (including business valuations) is at Your Service to answer your questions.
Obtain a Free Telephone Consultation from our “Complete Estate
and Business Planning” Team and Learn Why it is Vital for You to Also Have a Digital Estate Plan!
Our team, with over 40 years of experience in Estate and Business Planning and Business Valuations, are available to speak with you in a no obligation FREE phone consultation.
If you choose, they will show you how to obtain a modern professionally prepared “Complete Estate Plan”, business succession, buy/sell agreement, and business valuation for up to 1/2 (if not more) the cost and time it would take anywhere else! The plans are state specific and priced specially for our clients.