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  • Keeping control with a living trust:

    Living trust centered estate planning protects yourself, your spouse, and your descendants while avoiding delay, and probate through disability and death.
    First steps you can take now >

  • Protecting your children’s inheritance:

    The wealth your children inherit from you may be lost to their creditors, lawsuits, spouses, divorces, or bankruptcies without proper planning.
    First steps you can take now>

  • In-laws claiming your grandchildren’s inheritance:

    Most estate plans inadvertently disinherit grandchildren when a child dies. Your wealth may go to your in-laws instead of your family.
    First steps you can take now >

  • A loved one has died and you are the executor:

    Regardless of whether or not there is a will or trust, you have deadlines, duties, and potential liability even for the simplest estates.
    First steps you can take now >

  • A loved one has died and you may be a beneficiary:

    Timely action to learn your status and assert your rights is critical—without seeming too eager, greedy, or mistrustful.
    First steps you can take now >

  • A catastrophic lawsuit taking your life savings?

    Place your assets outside the reach of potential future creditors for uninsured or under-insured losses.
    First steps you can take now >

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  • Recent Newsletters

    How to Jumpstart Your Clients’ Year-End Planning
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    How to Jumpstart Your Clients’ Year-End Planning
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    Latest Blog Posts

    Discover 2 ways the law can nullify your estate plan—after you die
    Posted: January 9, 2018
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    Greg’s Estate Takes: Special Tax Alert
    Posted: December 29, 2017
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    See All Blog Posts >
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