
FAMILY AND ASSETS
• ASSET PROTECTION •
• TAX PLANNING •
Most people should have foundational estate planning. It delivers peace of mind knowing that your plan covers you during lifetime, is private, avoids probate, and has a seamless inheritance plan defining who gets what, when, and how.
Protect your assets from potential liability risk such as lawsuits, bankruptcies, bad business deals, and more. We use proven trusts and other planning methods that are simple to understand, flexible and specifically tailored to you.
Eliminate or reduce potential transfer taxes or income tax to the maximum extent possible with proven strategies that are sophisticated yet simple and flexible.
What to Expect at Your First Appointment
“Creating a warm, caring, supportive, encouraging environment is probably the most important thing you can do for your family.”
-Steven R. Covey


Latest Blog Posts
Estate Tax Portability Can Save You Millions
By Randall Sparks - Attorney|2023-01-18T18:50:22+00:00January 18th, 2023|Categories: Estate Planning|
You can save millions with estate tax portability. I [...]
How to Title Assets in Your Trust
By Randall Sparks - Attorney|2022-06-21T17:15:47+00:00June 8th, 2021|Categories: Estate Planning|
So you have a trust. You're Awesome! You're on the [...]
When To Get an Estate Plan?
By Randall Sparks - Attorney|2022-06-21T17:15:47+00:00April 26th, 2021|Categories: Estate Planning|
"When I have an estate I'll make sure to [...]
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