Partners in Life Planning
(800) 358-0016

Similar to the field of medicine, the field of legal counsel is segmented by specialty and specialists. We believe in using those who specialize in a particular area of expertise. These are the professionals we want on your team.

Our legal counsel is highly skilled in the formation of wills, trusts, and intergenerational planning. From basic documentation such as durable powers of attorney and living wills to the complexity of irrevocable trusts, our legal department’s focus is to allow your heirs to continue to reap the rewards of your hard work and wise investments, and to provide counsel to those with special needs. The goal is to perpetuate your estate and provide continued financial security for your family or business.

Ancillary legal services are available for matters such as corporate formations, buy/sell agreements, realty transactions, and other issues of general counsel.