We are proudly partnered with Integrated Trust Systems to provide you with a cost effective, high quality estate planning option.

4 Questions To Ask Yourself

The advantages and disadvantages of Wills and Living Trusts

How Powers of Attorney work and don't work (some may not be valid if you are disabled or pass away)

How Probate Court works and why you may want to avoid it for your family

Why putting property in your children's names may be a mistake

Common missteps by families raising children with challenges, disabilities or special needs

Protecting your home from being swallowed up by nursing home care

Protecting your heirs inheritance from lawsuits, divorce and spendthrifts

Best practices for naming retirement accounts and Life Insurance beneficiaries

HOW THE NEW SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS

An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

Call us today at 715-574-0555 if you’ve answered “Yes” to any of the 4 questions in this video. In your 1 hour, no cost, no obligation consultation, you will learn the following topics in easy to understand terms:

Please note that a consultation is for general informational purposes only and does not constitute legal advice. It is not a substitute for consulting with qualified legal counsel. If you have specific legal questions following the consultation, we will be happy to connect you with an attorney.

Call us today at 715-574-0555 for your 1 hour, no cost, no obligation consultation!