Estate Planning

We provide professional estate planning services for both simple and complex estates. We believe in a team approach, working with the client's existing CPA and financial advisor. The office provides clients assistance in estate planning, and consults with the client as to various will, trust or other options, depending upon the circumstances and desires of the client.

A related area, is that we assist in the business-succession planning for family held businesses.

Once again, we perform focused work, and we share our client's satisfaction in completing their estate plan.

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