For over two decades, we have helped people protect their life’s work by following our Two Rules: Rule # 1 – Just don’t lose the money, and Rule #2 – Don’t forget Rule #1.
Our firm is equipped to deal with the myriad of challenges facing today’s pre- and post-retirees face. In the past, estate planning meant something as simple as getting a new will. Today, estate planning could be considered estate management. This could include anything from updating your old will to protecting your estate from estate taxes. It could also mean making sure you have enough money at retirement, or protecting your house from a nursing home disaster.
Our approach is simple: We offer real solutions to today’s problems. We want to make sure you don’t outlive your money and that your assets, both money and real estate, are protected for you and your family.