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Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
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Recent Posts

  • Time To Change Switch Meaning Reform And Improvement

Changing Your Irrevocable Medicaid/VA Pension Benefit Planning Documents

November 22nd, 2016|0 Comments

So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.

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Sometimes going cheap is really expensive.

November 2nd, 2016|0 Comments

There is an unfortunate article circulating online about a man named Tom Doyle who lost his partner Bill Cornwell who is being forced out of his home by the family.

Estate Planning Dos and Don’ts When You Buy a New Home

October 26th, 2016|0 Comments

Whenever I meet with new clients, we have an Estate Strategy Session to really dig into their goals and wishes. After we get a good list of priorities, I’ll go through “The Big Four” questions [...]

Estate Planning and Your Small Business

October 19th, 2016|0 Comments

“I don’t know what else I can tell you,” I, unfortunately, had to say. “So you’re saying I’m just plain out of luck,” Ted said, his anger only marginally suppressed. “This is a damn nightmare! [...]