Estate Planning

Enjoy the little things in life ... for one day you'll look back and realize they were the big things.

Upon death, you can leave your money to your loved ones, your favorite charities, or to the government… two of the choices are certainly more favored than the third. We look to maximize the distribution of the wealth that you have created during your lifetime in order to fulfil your ultimate objectives. We assist you in establishing a comprehensive estate plan that leaves little to chance. Proper estate planning allows for the distribution of your estate efficiently and effectively creating a lasting legacy that provides for the ones you leave behind, and supports the organizations that can positively impact the lives of many.

Epic Insights

Organizing Your Finances When Your Spouse Has Passed
Sep 20, 2024

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.

The Cost of Procrastination
Sep 18, 2024

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been meaning to take care of it for some time. For … Continue reading “The Cost of Procrastination”

Financial Tips for Young Families
Sep 16, 2024

The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds. And who can blame them? After all, new parents have a million concerns to … Continue reading “Financial Tips for Young Families”

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