Estate Planning

You work your entire adult life, some of us even before we were adults, to save money and build a good life for ourselves and our loved ones. Upon your death you want to know you have continued to protect the people important to you. The monies you leave behind are referred to as "your estate". Just like the plans you made during your lifetime had many factors that required help from experts this is no different. Please allow us to help you make this plan to protect your loved ones one last time.

Planning allows you to decide while you are alive how your assets will be distributed. It also allows you to protect your heirs from unanticipated devastating expenses ranging from debts to taxes to administrative fees. In many instances, estates do not have the necessary cash to pay for these expenses. Loved ones are forced to quickly liquidate assets such as homes and businesses to pay these expenses, often at a fraction of their real value. There are many parts to planning for your estate and many can involve. We can help you by working the many professionals involved in the process.

Our discussion will explore:

  • Wills
  • Executors
  • Probate
  • Estate Taxes
  • Trusts
  • Life Insurance


Life Insurance
ID Shield & Legal Shield
Additional Insurances

Business Benefits

Employee Benefits
Disability Income Insurance

Individual Benefits

Health Insurance

Planning For Later

Social Security
Long-Term Care Insurance
Estate Planning