Having an effective strategy for estate planning is one of the best ways to safeguard your assets and the people you hold dear. We take pride in helping our clients protect their legacy.

SERVICES INCLUDE:

·      Completion of transfer documents

·      Completion of witnessing & notarizing

·      Specific bequest forms                                            

·      Estate and tax analysis

·      Personal data forms

·      Sample settlement forms

·      Arrange meetings with professionals & clients

·      Asset protection

·      Succession planning