Estate Planning

We provide professional estate planning services for both simple and complex estates. The client seems to be most comfortable with a team approach, where when appropriate the firms works with the existing CPA and financial advisor of the client. There are various will, trust or other options for you, depending upon your circumstances and desires.

The firm also does business succession planning.

The goal is for the client to experience good communication, and focused work, to achieve a result that is satisfying. Estate planning is one area that many people tend to put off for a long time, and it can be a great source of relief to get this done. 

Click here to read Bradley Schrock's new article, "What Type of Estate Plan do I Need?"