Cookie-cutter plans are for cookies!
In estate planning, you want to CONTROL your property while you are able; CARE for your family while DISABLED; and give your property to WHOM you want, WHEN you want, the WAY you want; all while minimizing fees and taxes.
Feel lucky? Google “low price estate plan”:
Protect.LIFE
Protect.LIFE is your launchpad for:
- Family Protection
- Asset Protection
- Venture Protection
Does your “estate plan” protect your family? Download our Estate Plan Deficiencies Checklist.
STEP ONE: Contact Us
The first step to Protect.LIFE is to simply contact us and request our general intake form (very short, takes a few seconds).
STEP TWO: Questionnaire
If you indicate an interest in Estate Planning on our general intake form (Step One), we will send you a link to our estate planning questionnaire which is also secure and encrypted. With this questionnaire, we will schedule your initial design meeting.