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

Market Performance is a Tale of Haves & Have-Nots
Jul 15, 2024

The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology and/or artificial intelligence. In fact, six stocks — NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Meta (META), and Alphabet (GOOG/L) … Continue reading “Market Performance is a Tale of Haves & Have-Nots”

Should You Care What the Stock Market Does Each Day?
Jul 12, 2024

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

Are You Retiring Within the Next 5 Years
Jul 10, 2024

You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way.

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