Clients First. Always.

We have years of experience assisting executors as they navigate through the probate process.  We believe that planning in advance can be a viable alternative to probate court.  Probate can delay the distribution of your assets to loved ones, and burden your survivors with unnecessary expense and inconvenience.

Our Team is Your Team

Fostering a culture of trust, as an independent fee-only advisor, we’ve aligned our interests with yours. As your fiduciary, we’ve pledged to act in your best interests – at all times.

More About Us

Stay Informed with Our Financial Insights Blogs

Our weekly blogs help shed some light on the financial topics that matter most to you.

Planning Today For Future Savings

Reducing or eliminating your exposure to The Lawyer Tax requires that you plan ahead. That’s where we come in. We can’t promise you immortality, but when the time comes, you can rest assured you’ve done what you can to pass along to your loved ones or charity as much of your estate as possible.

 

Contact us today to learn how we can help you avoid The Lawyer Tax.