Draft a Valid Will or
Revocable Living Trust

Setup
Beneficiary Designations 

Assist With Placing the Estate in Trust For Future Beneficiaries

Utilize Joint Tenancy With Right of Survivorship

Creating
Transfer-on-Death Deeds

Creation of Payable on
Death Bank Accounts

Gift Assets to
Beneficiaries During Lifetime

Use Life Insurance As a Way to Pass Assets Outside Probate

Utilizing a Special Needs Trust for Dependents With Disabilities

Establishing an Irrevocable Life Insurance Trust (ILIT)

Utilizing a Qualified Personal Residence Trust (QRPT)

Setting Up a
Charitable Remainder Trust

Connecting With a Professional Financial Advisor for Estate Planning Services

Transfer Real Estate
Into Living Trusts  

Set up Charitable
Gift Planning Strategies

Tax Planning Strategies to Reduce Assets Through Exemptions, Credits & Deductions

WORK WITH A
CERTIFIED EXECUTOR ADVISOR (CEA)

It makes sense to plan today.  
We can get you set up with a consultation with the right professional.