Estate Protection

Our goal is for you to be secure in the knowledge that you have taken care of everything you own and everyone you love. We offer a broad range of estate planning and administration services.  

From preparing trusts and health care directives, to asset and divorce protection strategies, business succession planning, charitable giving, creating plans for the long-term care of those with special needs as well as pets, memorial services, the transfer of keepsakes, and of course, ongoing counsel on ways for you to reduce taxes and transfer your wealth. We also assist families when a loved one dies or becomes incapacitated with the administration of trusts, probates, guardianships, and conservatorships. 

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Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones the expense, delay, and frustration associated with managing your affairs when you pass away or become disabled. We know that each person, family and business is unique and requires unique solutions. We have developed unique solutions for clients with family farms, family businesses, and Christian values. Click the links below to learn more about our process and specific topics or call us to schedule an initial consultation at (866) 505-2773.

Click "Get Started" button above to schedule a consultation today.

Click "Get Workbook" button above to download our client intake form. NOTE: You must download the form to your computer in order to edit it and submit back to us.