Welcome to Estate Planning 101

Join the elite by creating a plan for yourself and your family that will actually work when you need it most.


Learn. Save Time. Save Money. Avoid Ruin.

Roles in an Estate Plan

If you have a role in someone else's estate plan—as a Trustee, Successor Trustee, Personal Representative, Agent for Power of Attorney, Healthcare Agent, Guardian, or Temporary Guardian/First Responder—you need to review this Guide.

Access the Guide

The Basics of Estate Planning—Common Questions


How much do I have to have in assets before I need to do estate planning?

How much is the government going to take in estate taxes if I don't have a plan in place?


I just need a will, right?

What is the difference between a will and a trust?


Click the button to learn more about how a Family Wealth Planning Session can help you get started on your estate plan or, if you're ready to move forward, go ahead and schedule your Family Wealth Planning Session below.

Learn More | Schedule a Family Wealth Planning Session

Choose a date for your Family Wealth Planning Session and complete this online intake form to start the process.


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