Estate Planning

What if you could protect your family, fund your business operations, and retire…. All using the same pool of money?

My family has lived on this farm for 70 years…with this barn full of memories.  Our Reasons WHY we plan for beyond…

Your Priorities


  • Protect your family

  • Protect your business.
  • Estate equalization.

  • Save taxes.


Your Challenges


  • Family Messes
  • Minimize tax
  • Don’t know who to trust
  • Don’t let the courts decide who gets your assets
  • Need life insurance but dislike the premiums. 
  • Funding retirement.
  • Business Cashflow.


Our Solutions


  • Leveraging for Retirement
  • Charitable Gifting
  • Tax Mitigation
  • Wealth Transfer
  • Trusts