You probably have questions about Wills, Trusts and estate taxes. You are interested in learning more about planning options for your own particular family situation.
During this meeting, your family's total situation and requirements are evaluated. This may result in your first estate plan or may revamp an existing one. It may be as complex as formulating a new approach to meet unusual needs and goals and to eliminate unnecessary taxes.
Our experience and knowledge may help you save taxes, minimize family disputes, or protect elderly parents. It may help you provide for a disabled family member, transfer a family farm or business, or avoid probate expenses and delay.
We provide
gift calculators and other resources to local attorneys and others involved in estate planning. Our desire is to help assure that the goals of Christian donors are fully and accurately achieved at the lowest possible cost.
We make presentations to groups associated with local churches, Christian schools and other Christian organizations. Content varies from that of interest to general audiences to presentations customized for special groups.