ABout Us
Did you know that only 33% of Adults in America have an estate plan? DID you know only 26% of adults have an Effective plan? Did you know Estate plans are often left unfunded and out-of-date, or people fail to prioritize completing them?
We are passionate about estate planning and believe a comprehensive, fully funded Estate Plan should be the cornerstone of a solid Financial Plan. We’re here to help your clients avoid probate, potentially save thousands, and maintain control of their estate during life and after death.
It's time to provide the services today's modern clients expect to be in-house. Our team of Certified Estate Planners, Coordinators, and Enrolled Agents is ready to help your firm integrate estate planning services into your practice. By leveraging modern technology, we provide your clients with a cost-efficient, no-fuss, client-centric process.
Schedule an appointment today to see how outsourcing your estate planning generates referrals and helps retain assets during this unprecedented transfer of wealth. Let us show you how we help independent firms strengthen their client bonds and preserve their hard-earned book of business. The great wealth transfer has begun, and no Financial Plan is complete without an Estate Plan.
Our Relationships
Certified Estate Planners and Estate Plan Coordinators
Our CEPs help answer clients' general planning questions, provide funding instructions, mine for assets, and help generate leads. Our EPCs help clients navigate the information-gathering process and stay on track until they complete their plan.
Enrolled Agents
For firms without a CPA, we partner with Enrolled Agents to help guide clients through any required inheritance and estate tax planning.
What is an Enrolled Agent? Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients.
Attorneys
Our longstanding relationships across the United States allow us to offer the most comprehensive and up-to-date documents possible. We operate in all 50 states and the District of Columbia.
OUR SERVICES
TAX PLANNING
Estate Tax Planning
Personal Tax Planning
Retirement Tax Planning
Sm-Med Business Tax Planning
ESTATE PLANNING
Estate Planning
Estate Plan Review
Beneficiary Review
Funding Analysis
Trustee Coordination
BUSINESS ADVISORY SERVICES
Business Valuations
Bull/Sell Agreements
Executive Benefit Plans
Estate Planning Insights
Click the link below to watch our video. It provides a brief overview of the documents within a trust-based estate plan.
