For over 20 years we have been committed to helping you protect what is most important to you. We achieve this through our unique planning processes, which combine our services with your other key advisors, to give you the control and the ability to make a difference for your family, friends and business. We are dedicated to providing comprehensive, highly personalized planning services to individuals, couples, families and businesses in our four primary practice areas: Estate Planning, Business Services Center, Nonprofit Organizations, and Real Estate.

We also serve as a resource for accountants, insurance professionals and financial advisors, providing experience and innovative solutions with a practical, systematic approach to planning. We work as a team with other planning professionals to create client-centered plans. We also offer continuing education programs, joint marketing workshops and strategic advisor networks to assist financial advisors in increasing their business.


  • Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
    November 15, 2019
    Articles, Estate Planning
    Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. An out of date or inadequate...
  • Three Essential Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
    October 15, 2019
    Articles, Estate Planning
    2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad has suffered some serious natural disasters. These acts of...
  • Where there’s a Will there’s a Way
    September 15, 2019
    Top Ten Strangest Will Bequests of all Time. Roses for Life - Comedian Jack Benny left some unusual instructions in his Will when he died in 1974. It took...

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