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Estate Planning

Do you think your estate plan is in order?

(For “advanced” estate planning for clients with estates over $5,000,000, please click here).

Many people think that because they have an attorney and an accountant/CPA/EA they work with that the answer is yes.  That may not be the case.

The following are statistics about the general public when looking at a group of ten.

  • 1-2 will NOT have a simple will
  • 5-6 will NOT have Durable Powers of Attorney
  • 5-6 will NOT have marital living trusts
  • 9-10 will NOT have a Family Limited Partnership (FLP)
  • 7-8 will NOT have an Irrevocable Life Insurance Trust (ILIT)
  • *Provided by the Wealth Preservation Institute

Get Our Retire Without Risk Book


Retiring Without Risk(RWR) is both a book and a philosophy by which our firm gives advice to clients. Our philosophy is to help clients reach their financial, estate, and tax-planning goals in the least risky manner possible with the least amount of taxes paid while living and upon death.


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Many people know their estate plans are NOT in order but believe they are too busy and that they will get to their estate plan “when they have the time.”  If you have been saying that to yourself, please act now to put an estate plan in order.

Estate planning itself is a very broad topic and cannot be covered in an introduction web-page. Therefore, we have listed a few of the more important topics that are typically not dealt with properly in most estate plans. We encourage you to click on the links below as well as the links in the estate planning drop down menu at the of the page. We are confident that this site will help you learn more about estate planning and we hope you will contact us to help put together a complete plan that covers not only your estate plan but also your asset protection plan and financial plan.