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Having the right tools and resources is an important part of making smart financial decisions. Below you’ll find information to help you better prepare for when you are gone and how you can insure that your legacy lives on.


Life insurance protects. 70% of those with coverage only have enough to replace 3 1/2 years of income. How protected is your family?

Irrevocable Life Insurance Trust

Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.


Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.

Elder Care

Taking care of one’s aging parents can be emotional and expensive. This video provides a checklist on what to do.