Estate Planning Solutions
Protect the people and things you care about.
Estate planning helps you care for loved ones, make financial & health care decisions, manage the distribution of your property, and minimize unnecessary taxes & expenses.
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My wife and I worked with Dave for assistance in our estate planning and on the creation of a living trust. Dave was very attentive to our needs, and flexible in working with our busy schedules. Great service and great results - highly recommended!
Dave did a great job with our estate planning. Very knowledgeable and professional. Would highly recommend to anyone looking to get a will and/or trust done.
David did an excellent job with my estate plan. Planning how I would take care of my family in case I were gone was a scary proposition for me, but he helped me feel confident in my choices and was conscientious in all matters. He was able to explain concepts that were foreign to me in a way that I could understand. Overall, I felt like he had my best interests at heart in all decisions and cared most about creating a plan and experience that I was comfortable with.
What are the benefits of a Revocable Living Trust? Compared to other planning instruments, such as a simple will, a Revocable Living Trust frequently offers many unique advantages. These include: avoiding probate (saving time, money, and convenience), ensuring privacy, and greatly increased control over asset distribution.
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