Estate Planning:

We educate and facilitate the process of providing clients with basic revocable and irrevocable living trusts. Estate plans protect our clients from the unnecessary ills of probate. Our clients benefit greatly from this fundamental asset protection concept. Ward is an active member in the National Institute of Certified Estate Planners. Would you like to learn more about protecting yourself and your assets? Call us, we’d love to talk with you.

 

  • Estate Planning Education
  • Revocable Living trust
  • ILIT
  • Annuities
  • Alternative investments
  • Self-Directed IRA
  • Structured Cash Flows
  • Structured Settlements
  • Long Term Care Insurance
  • Disability Insurance