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Each of us is an
independent consultant. When you hire us, we are working
for you and will do our
best to get you into
your most appropriate estate plan. We will provide you with
the following services: we will sit down with you and plan
out what techniques are best for your estate plan. We will
draft the documents which will be the "blueprints" for
your future. We will work with your existing advisors, such
as Life Insurance Professionals, Stockbrokers, CFPs, Realtors
or CPAs, if you have them. We will refer you to highly ethical
and knowledgeable Life Insurance Professionals, Stockbrokers,
CFPs, Realtors and CPA, if requested. We will arrange for the
implementation and execution of your estate plan. If you choose
to implement a trust, we will help you "move" your
assets into the trust to help that process be painless to you.
We will make sure your estate plan is complete. We will be
here in the future should you need to change your estate plan
in any way. We will help to "probate" an estate
if you are appointed executor. We can aid in elder law matters
such as Conservatorships, Guardianships, and Medical Planning. |