Estate Planning

Do you know what will happen to your business and your family when you die?
Do you have a succession plan for your family business? How will you pass the business on?
Do you know what will happen to them if you die intestate (without a will or Trust)?

According to Gallup News less than 50% of Americans have a will.

“Someday” is when most of us plan to get around to formalizing what we want to happen when we are gone. But “Someday” as Dr. Phillip C. McGraw (“Dr. Phil”) points out, is not a day. “Monday, Tuesday Wednesday, Thursday, Friday, Saturday and Sunday are on my calendar. But Someday? No.”

We refer our clients to estate planning attorneys and carefully monitor the process.

Tell us where you want to go, we can help you get there.

start planning your financial future today

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