Estate & Insurance Planning

Protect Your Financial Legacy.

We analyze and provide recommendations to protect, preserve, and transfer your wealth. Often great savers have enough assets for their goals but not adequate protection in place to protect against risks such as death, disability, or lawsuits.

Proper planning to support your goals:

✓ Full estate document review

✓ Avoid probate & maintain privacy

✓ Collaboration with attorneys

✓ Review current coverage

✓ Reduce insurance costs

✓ Implement insurance changes in-house

Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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