Estate Planning


Carols associate, Jim, has been my friend for many years. As my time on this earth grows shorter I decided to use their talents to set up my estate so I do not have to worry about my childrens future.

They were quick and thorough moving my assets inot the various Trust I needed and this webiste has a plethora of knowledge for me and my family. This has been an easy transition from my perspective and I feel blessed to have known Jim. I trust him and Carol implicitly.

Joe K.