Help decide between a Trust and a Will

We do not practice law. However as true financial advisors and planners, it's our duty to help you  grasp the importance of having a proper estate plan. Estate planning allows you to pass on your assets efficiently  to your loved ones through the use of wills, trusts, charitable planning, and insurance, etc.​​​​ 

We are also very mindful of how you structure your beneficiaries for all types of accounts so they avoid probate or meet a special need so your inherited assets flow smoothly to the next generation.  We offer a virtual law firm experience and if you are not  sure about your needs, take the 2-minute quiz.

*A list of qualified estate planning attorneys is available to you upon request.