Your Estate Plan Starts with the Right Vision

Why Estate Planning is Important

Besides making sure your assets get to the people you choose, planning can help maximize income, cut down on the time your estate is distributed to others and give you the comfort that your wishes will be carried out by the person of your choosing. Without a good estate plan, and specifically a living trust, the laws in your state will determine what happens to your possessions, and the courts will decide who gets custody of your children.

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I, and my team, provide estate planning information that’s been gathered over the last 20+ years based on the experience of advisors and attorneys who have generated over 80,000 Living Trust & Estate Planning portfolios. And most importantly, the knowledge of settling 1,000′s of cases.

Estate Planning Services

Smooth your path through estate planning with a comprehensive living trust that addresses your needs in a timely and effective manner. We’re here to help you through life’s most challenging moments with personal contact and technical support. Get the best services based on the experience of our group.

DISCLOSURE: I work with LivingTrustAdvisor, an organization that is not a law firm, nor are its advisors attorneys or Legal Document Assistants. LivingTrustAdvisor and its advisors can only assist you to get the right information together for a comprehensive estate plan and living trust. LivingTrustAdvisor has completed over 80,000 Estate Plans since the early 1980"s.

Children

The most common first step is to name a guardian for your minor children and ensure your wishes are fulfilled after your passing.

Power of Attorney

Put your financial decisions in the hands of someone you trust should circumstances leave you unable to make them.

Healthcare Directives

Set in stone your medical wishes for when you can no longer make them known.

Living Trust

Help your loved ones distribute your assets according to your wishes privately while avoiding court overview.