• 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 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 >