Who We Are
We focus on your goals, working with you to co-create your estate plan that works during your lifetime and after!
Family Legacy™ Process
Our process produces consistent, predictable, with stress free results during your lifetime and at your death.
Collaborative Approach
We work with you, your family, and financial professionals, ensuring you understand your choices and feel empowered to make them.
Family Legacy™ Membership
Your plan is created, fueled, and maintained to work when a crisis hits. Achieve peace of mind with properly titled assets and ‘helpers’ & beneficiary education.
Legacy of Success
We have been practicing Estate Planning in the same location for more than 20 years and pride ourselves on long-standing relationships.
Our Team
Click To Read About Ed
Click To Read About Donna
Click To Read About Sara
Click To Read About Julia
Click To Read About Regina
Memberships