EXISTING ESTATE PLAN ANALYSIS

With over 36 years of practical nationwide experience, we have determined that 95% of the 1,000-plus estate plans that we have reviewed are inadequate. Such estate plans often consist of simplistic 15 - 35 page documents which contain detrimental features and also lack a multitude of beneficial and protective features that are otherwise available under current law. These missing features involve increased long-term privacy, estate preservation and asset protection. The primary problem is that such estate plans are prepared by local general practitioners who have only minimal estate planning or tax expertise.

Our firm can review your existing estate plan and, based upon the information and documents provided to us, provide you with a professional written analysis and recommendations as to what would best suit your personal, family, financial and business circumstances. Finally, if your estate plan is one that has been prepared by the 5% then we will be more than happy to compliment you on your selection of competent legal counsel.

Call us today to discuss how we can preserve your estate now and for future generations!