Private Client Care = Wealth Shield

Keeping your estate plan up to date means greater peace of mind.

Life = Change

Our goal is to provide you with the most effective estate plan possible.  While we strive to create plans that address all your concerns and help you realize your dreams, unfortunately even the most prepared plan can become vulnerable over time.  Why?  The government.  Critical taxes and inheritance laws change.  Similar uncertainty surrounds the rules governing disability planning, healthcare law and real property ownership.

Value of Private Client Care

  • Annual meeting for you, your CPA, your financial advisor where we will review your entire estate, financial and tax plan.  We will update your powers of attorney to make sure they are current.
  • An annual Trust and Estate Tax update Education Program (luncheon for the Private Client Care Members) and your trusted advisor.
  • Unlimited calls and emails as well as your documents can be updated at any time at no additional cost.
  • Unlimited calls regarding any legal matter