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Estate Planning

The Associates at Advanced Estate Planning are experts at navigating the estate planning process.  We take a collaborative approach and will explore your best options to ensure that your assets are protected.

“If you don’t know where you are going, you’ll end up someplace else.” - Yogi Berr​a

Our mission at Advanced Estate Planning is to develop a map so that you know where your assets will go and who they will go to. That map is a comprehensive estate plan. If you don’t go through the process of estate planning, the law will distribute your assets for you. The Associates at Advanced Estate Planning are here to ensure that doesn’t happen. We take an educational and collaborative approach to help you get where you want to go.

The vast majority of Americans have done relatively little or no estate planning. Nearly 60% of Americans don’t even have a basic Will, giving them little control or input into issues such as what will happen to their assets and any minor children after they die. The time and cost of implementing a plan now is far less than the enormous cost both financially and emotionally for your family if you neglect this important matter. Congratulations on taking the next step to safeguard your family and your life’s work.  Nearly everyone has done some measure of insurance, investment, and retirement planning.  Unfortunately, all of this planning and hard work can come crashing down and the losses can be catastrophic without a comprehensive estate plan.

After all… everyone needs an estate plan!

Contact us and let's talk about how you can make an impact on the lives of your children, grandchildren, your community, and the causes you believe in. The Associates at Advanced Estate Planning will help you design your plan today to ensure that you:

•Pass on your legacy to your loved ones

•Preserve your estate for your spouse and heirs

•Stay in control for as long as possible

•Direct who is going to receive your estate

•Clearly provide when and how much they will receive

•Avoid banks, high priced lawyers, and probate courts

•Deal with only experienced people, preferably a team of professionals that includes a financial advisor and/or tax advisor and a lawyer with a broad general practice and knowledge of estate planning

•Maintain ongoing relationship with a planner you can trust

• Avoid all unnecessary fees, costs, and commissions

What our customers are saying

“Peggy and I deeply appreciate all the work that Jamie and her team went through to prepare our Trust and Estate Planning documents. We would certainly recommend Advanced Estate Planning to our friends and acquaintances seeking similar assistance. Thank you again for all of your efforts!”

- Peggy and Ken T.
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