“How will YOU protect your family, preserve your wealth, and build your legacy?”
Learn more about our team’s commitment to serve Veterans through Aid and Attendance Planning.
Probate and Estate Administration
Our team will help elderly or retired loved ones plan for the future and make the planning process as simple as possible.
Farmers and Ranchers
Learn more about our team’s expertise with advanced planning for farmers and ranchers.
Three Reasons Our Work is Exceptional
1. Our process for connecting financial and non-financial wealth is disruptive. We are redefining how planning is done.
2. We make an outsized effort to make sure you understand your plan. That includes color diagrams, stories, metaphors and sometimes animations.
3. Your plan will work when it’s tested. Most estate plans don’t, but yours will. Plans don’t work because they’re not reviewed and updated regularly because laws change, your family changes and your assets change. We have a disciplined process that makes certain your plan is regularly reviewed and updated.
A Relationship, not a Transaction
We are old-fashioned about what we do. We believe we must have an actual relationship with our clients. The tools and strategies that are available are far more extensive and more powerful than most clients realize. We want to create a plan for you that incorporates exactly the right combination of those tools and strategies. We can’t do that if we don’t know you.
Here’s what our satisfied clients are saying…
NEWS AND INSIGHTS
Do You Have Planning Phobia?
"Confronting your own mortality can be unsettling, so it's easy to give in to the temptation of dealing with the here-and-now issues and procrastinate on planning for...
Three Principles for Financial Independence
"The journey to financial independence begins where you are now, but with a roadmap that has successfully guided others to the destination of financial security." Your...
what you lose by not planning?
"The motivation to put a legal plan in place increases when you fully understand what you lost when you do not plan."Your American LegacyPROBATE COURT Without a plan,...
Call us today for a FREE initial consultation.