INDIVIDUALS & FAMILIES
Are You Ready to Have Protection + Peace of Mind?
If you are, we can help. Our clients tell they want to save taxes, make things easy and inexpensive for their family….and minimize the risk of family arguments.
Individuals come to us because they have the uncomfortable feeling their house is not in order. That things would be a mess if something happened to them now. And they want to make sure they avoid:
- Probate Court
- Estate & Capital Gains Taxes
- The Cost of Nursing Home Care
- Divorce & Lawsuits
- Losing Assets if a Spouse Remarries
- Hard-Earned assets being wasted by Immature Heirs
Our legal team has an unmatched depth of training and experience. We know how to protect you and the people that matter to you from all this and more.
We know that most estate planning doesn’t work when its actually tested, and we know why it doesn’t. After years of watching plans not work, we developed a unique Three Step Process that is proven to work and will give you the protection and peace of mind you want.
Our first job is to get to know you and build a relationship with you so we know what is important to you. When we know the risks that keep you awake at night, we can design and implement a set of planning solutions that fit those risks uniquely. These solutions are time-tested and proven to work. These solutions will provide Protection and Peace of Mind and they usually will include: