Over the past 21 years, I have helped over 800 clients prepare and utilize simple and effective planning techniques to protect them and their families in order to avoid probate, save estate taxes, save money and save added emotional burden that comes from long term illness and/or death of a family member. Give us a call to schedule a free consultation to find out how we can help you and your famil
y. Benson, we take care of preparation of all the legal documents you need for Peace of Mind. Usually, all that is needed is a 30 to 45 minute consultation with you in person to discuss your current situation, your concerns and goals. During the initial appointment, we set up a time to get everything prepared for you. Normally, we set your delivery appointment for about a week later. We handle the transfer of any real estate that you may own in the state into the trust as well as personal property. We provide you detailed instructions going forward on how to handle the transfer of titled property such as vehicles and financial accounts. We set you up for long term success and long term Peace of Mind for You and Your family.
