Estate Planning

If you do not have a will or a trust you will have the Government Plan called intestate probate. No family I ever met who had the intestate probate plan of a family member liked the process, or the result, or the cost.

If you have a simple will, and that might be the most appropriate, in most cases you will still need to go through probate. But your estate will be enforced in a public format.

If you have a properly funded trust, you can avoid the public exposure, and in most cases avoid the probate courts.

Using our unique programs of proper confidential data collection, private discussions of your financial goals, discussing your intended heirs, and identifying the people you trust the most to follow your wishes we will begin the life long journey of accumulation of wealth, preservation of that wealth and the proper distribution of assets at the appropriate times. We call this program Family Tree Asset Positioning. Schedule your no obligation conversation now right now!