Do I need a will or a trust? Do I need to update the will or trust I have?
Estate planning is the process of making decisions and preparing legal documents to avoid probate court, save taxes, minimize professional fees and keep control as long as possible.
Someone has passed away and I have questions about what I need to do.
Are you now responsible for winding up someone's affairs? You are legally liable if it's not done correctly. Common sense is not the guide-post during this time.
Come learn about us through our Keystone TV channel.View All Videos
Small Business Retirement: Learn the legal and financial tools necessary for successfully protecting YOUR wealth so YOU can stop worrying about running out of money and enjoy YOUR family and…
Don't let Probate, the IRS Or Nursing Homes Inherit your estate. Come learn to plan your estate to help ensure your assets pass to your family -- INTACT. Come and…
"Without counsel plans fail, but with many advisers they succeed." Proverbs 15:22