Estate Planning

Estate Planning is the most misunderstood area of our service strategies. As a general statement, individuals spend 40,000 hours of their life working and six hours planning their retirement and estate goals. We say emphatically, Estate Planning is more than just consulting an attorney, filling out an Estate Planning questionnaire and signing Trust documents naming beneficiaries.

Asset Protection

We adhere to the philosophy that everyone has their own unique set of facts and circumstances when they contact us for their needs and concerns. By the internet, phone or office visit this is our utmost thought in any initial consultation.

Business Formation

Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever.

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