Since 1970

Estate Planning

An estate plan is there to make sure your wishes are followed after you pass away.

-Bo Caldwell


Are Your Affairs In order?

If you don’t have some type of Estate Plan then the government will decide where your assets go, and to whom. Moreover, if you do not understand the laws and limitations then you could be throwing away money or it will not go where you would have liked, like the heir of your choice. There are solutions available that will allow you to create your own estate plan, however, what if there is an issue? There is no recourse and how are you certain they are asking the correct questions? Watch the video to the right for an interview between our own, Bo Caldwell, and Scott Drake of Retirement News Online.




We look forward to meeting with you!


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