An irrevocable life insurance trust is the most common election for greater flexibility, protection, and probate avoidance.

Our trust planning is not a template, tax trust. Instead, it is strategically and individually designed for your family's unique needs and strengths.

Trusts are not just for tax planning but also for those who desire to protect their spouse and family adequately. We provide a maintenance program for a long-term relationship with the firm, which is critical in establishing an estate plan that will work according to your desires.

Without a maintenance program, you are just getting a document that will become outdated, which increases the chance that your plan will not work as intended.