Don't let planning for your family's future cause daily stress. We provide simple and straight forward, flat fee pricing on many planning issues. You can focus on spending time with your family, knowing you have prepared for the future.
Trusts can protect your most valuable assets. From protecting your house and financial instruments, to easing the legal issues after a family member passes away to avoid probate or other planning needs, Trusts are a valuable vehicle in a family's financial planning.
While there are caps on the maximum amount most people can place into a trust, In 2021, the median value of assets passed through a Trust was $285,000.
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