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

Mar 18, 2024

The year 1995 was an exciting one. Michael Jordan came back from retirement, digital video disks (DVDs) were invented, Netscape went public after introducing the world to the internet via its web browser, and Coolio’s “Gangsta’s Paradise” was the song of the year. It was also an exciting year for investors.

Mar 15, 2024

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child or grandchild’s education at the same time can be a challenge. But take heart — you may be able … Continue reading “Saving for College and Retirement Together”

Mar 13, 2024

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years tend to signal more gains ahead, so this calm market may not … Continue reading “Market Update – Markets Warming Up”

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