making your legacy plan affordable

Once you book your appointment, you can get started on your consultation questionnaire. The questionnaire provides vital information to Marisa so she can make a recommendation on the best course of action for you.

Is a WILL enough?

April 7, 2018
  Nationally syndicated radio host Dave Ramsey says, “Everyone over 18 needs a will.” A will is a great start to your legacy…

How do trust distributions work?

October 19, 2017
in FAQ
When one spouse passes, the trust will continue in effect for the benefit of the surviving spouse. The surviving spouse will have…
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