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Preferred Client Program

You’ve worked a lifetime to build your wealth. Have you considered what could happen to it in the future? Future changes in federal and state laws could affect your estate plan.

What if you could receive a yearly-fiscal checkup for your estate plan plus a wide-range of special benefits to make sure all your critical estate-planning objectives are met? Now you can.

This program will help continually update your estate plan and documents so that you can:

  • Distribute the maximum amount possible to your designated beneficiaries
  • Reduce taxes
  • Provide asset protection for you and your family
  • Ensure your assets are titled properly
  • Be sure that each beneficiary’s needs are met
  • Ensure that your assets are distributed in the manner of your choice

As a member of the program:

  • You’ll have the benefits of staying current with the tax laws, taking advantage of the changes and, most important, being in a position to adjust your planning in a timely and efficient manner
  • You’ll save money in the long run, keeping you organized and saving time. On Death, your estate will be easier and less expensive to administer. You could save as much as 20% in estate administration costs.
  • You may entrust your original estate planning documents with the law firm for safekeeping
  • You will receive complimentary admission to our estate and financial planning workshops
  • Your immediate family members will receive a 10% DISCOUNT on Estate Planning
  • AND MUCH MORE! Contact us now to learn more.