In everything we do, we believe in challenging
the legal status quo. We keep things simple, providing
peace-of-mind planning and resources in plain English.
We just happen to use Trusts, insurance, and other legal
documents to do it. Want to work with us?

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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.
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Recent Posts

A “Working” Las Vegas Reunion Trip

June 6th, 2018|0 Comments

A few weeks ago, I had the pleasure of meeting up with some high school classmates in Las Vegas to celebrate a milestone graduation anniversary. I’m not going to say which one, but let’s just [...]

The Importance of Trust Funding

June 5th, 2018|0 Comments

Many of our estate planning clients have chosen to use a Revocable Living Trust as a way to avoid probate of their estate as much as possible when they pass on. Unfortunately, just having the [...]

Age of Inheritance

May 2nd, 2018|0 Comments

Over the years, many of my clients have had differing views on just when their beneficiaries should be inheriting their whole share. Ages run the gamut from eighteen to sixty-five, or even never getting control [...]

Cashing Out Life Insurance May Be Selling An Asset Short

April 4th, 2018|0 Comments

One person’s trash is another person’s treasure. We see this in yard sales, used car lots, and now, apparently, in life insurance. Unfortunately, like a $1,200 first edition hardcover autographed Salinger book being sold [...]