Estate Planning

Our experienced advisors work hand in hand with your attorney's to help protect your heirs from their inabilities, disabilities, creditors and predators.  When it comes to estate planning, our primary objectives are to:

  • Help avoid the costs, delays and publicity associated with probate.
  • Help minimize estate taxes.
  • Help your assets pass to whom you want, when you want, and how you want.

Before you go another day without an effective and thorough estate plan, we ask you:

  • What have you done to keep your affairs private?
  • Are you aware that having a simple will guarantees that your estate will be subject to public scrutiny?
  • Did you know the estate tax or what some incorrectly call, “the death tax”, can be described as a voluntary tax?

For the answer to these and any other estate planning questions you may have, contact us today toll-free at (800) 929-2499 or (248) 649-0780.