Your Estate Pplan is like a business plan, one plan will not work for everyone.   The purveyors of one size fits all plans are misleading you about the complexity of Estate Planning and the process of wealth transfer.  If one plan could be structured that worked for everyone, everyone would have it.  There would be no probate court, no taxes to file and no estate litigation.  One plan fits all is not reality.

Estate planning is a process that continues after you have signed your documents.  Your life circumstances will evolve.  Estate law evolves, and estate tax law is moving target.  My Estate Preservation Planning service includes a free annual consultation and review of your estate plan. 

Estate planning is more than just making arrangements.  A proper Estate Plan is really a life plan that may include the following aspects:

1.     Wealth preservation strategies

2.     Small  business succession planning

3.     Asset protection

4.     Family Trust Planning

5.     Charitable-Remainder Trusts

NO COST INITIAL CONSULTATION

Call me before you need me.