Top Videos

We are always striving to keep our potential clients informed. Here are our top
​informative videos of the year.​

Family Trust Planning

If you are part of the sandwich generation, at risk of caring for minor children and aging parents What the same time, here is what you need to know to protect your family and plan your estate by appointing guardians, naming powers of attorney, completing your trust plan, and planning for long term care.

Tax Planning

If you have a high net worth estate or are worried about estate taxes, gift taxes, or capital gains taxes, we can help. This video outlines one strategy to avoid all of the above, through complex trust planning, life insurance, and planning ahead. ​

Asset Protection Planning

If you own investment properties, have a business, or are in a profession exposed to high liability here is what you should know about protecting yourself from lawsuits and creditors, through asset protection planning, trusts, business entities, and insurance. Let Us Earn Your Family's Trust! ​