Our Services

Estate Planning

Estate Planning

Planning for the unexpected can be an overwhelming and daunting task. Without a properly structured estate plan, your wishes may not be fulfilled in case of an unexpected death.  Our advisors will work through this complex process with you to design and implement a proper plan. A top priority for us is ensuring that you leave our office no longer worried about your family and the future of your assets. Estate Planning & Preservation will give you the tools you need to safeguard your legacy and allow your wealth to have a lasting impact.

Will & Testament

Your last Will and Testament is a legal document that will determine who your personal assets will be distributed to once you have passed. If you do not have a Will, then state laws will determine how and to whom your assets will be distributed.  It’s important to think about this thoroughly and to find someone that will help you create a Will you envision.

A trust is commonly used for passing assets to your loved ones after you have died to help avoid financial disaster. At Estate Planning & Preservation, we will be here every step of the way, mentoring you through the legal and personal matters of creating your trust. Our team will work with you to avoid probate, create tax advantages and protect you from creditors.