Avoiding The Lawyer Tax
Learn more about how your loved ones can avoid high legal bills at the time of your passing.
I'm interested in getting started today
How Your Estate Can Avoid High Legal Bills
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.
How We Do It
Getting your financial life in order should not be an ordeal.
1. Return on Life
2. Fee-Only Approach
3. Portfolio Evaluation
All your investments in one place
How would you like to have the ability to view all of your investment accounts, regardless of where they are, in one place? We have designed a custom portal which can be viewed on your smartphone, tablet, or desktop.