My mission is to help hard-working families stop losing money on bad planning. Estates can be lost to bad investments, former spouses, poor spending by beneficiaries, and more. The truth is… what used to work: create a will, leave it in the cabinet for 20 years, doesn’t work anymore. When I discovered a new way to "make rules" for my clients and their families it was a GAME CHANGER for them. Sometimes inheritance is a gift that can turn out to be a curse. But not anymore. Click ‘Learn More’ to s

When it comes to estate planning, I see the same mistakes time and time again. And some of these mistakes can be very costly for families. That’s why I’m putting on this completely free webinar: Wills Trusts: the 3 Biggest Mistakes I’ll show you the top mistakes often made in estate planning. I’ll talk about what probate is and why it should be avoided. And how to get it right with a few legal documents. Without proper planning, an estate’s future could be left up to chance. Learn what you need

When it comes to estate planning, I see the same mistakes time and time again. And some of these mistakes can be very costly for families. That’s why I’m putting on this completely free webinar: Wills Trusts: the 3 Biggest Mistakes I’ll show you the top mistakes often made in estate planning. I’ll talk about what probate is and why it should be avoided. And how to get it right with a few legal documents. Without proper planning, an estate’s future could be left up to chance. Learn what you need