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|2025-09-29T17:29:45+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|2024-08-16T20:38:50+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|2023-12-08T20:57:18+00:00April 26th, 2021|Categories: Estate Planning|
"When I have an estate I'll make sure to [...]
It was pretty easy getting an appointment set up. Getting friendly email reminders about my upcoming appointment. Received information on what to expect for the first meeting. They offer zoom meetings and in person. Also received online forms to fill out to get the trust started.
The first meeting went overall the terminology and how the will and trust work together. How it works with my state laws and all details needed to understand how trusts work. He was very personable and I could ask all the questions I needed to make sure my trust was set up to my liking.
We went over the preliminary documents I had filled out online and made changes to them and added things once I understood how the trusts work.
After this meeting we another through their online system. Where we then finalized the documents and signed necessary documents approving the setup.
With in a few weeks, I received my binder which was amazingly put together containing all documents, and a usb drive and an email giving me additional steps on getting accounts like savings, etc, into the trust.
I would definitely refer anyone to Randall Sparks! His team are friendly and wonderful to work with!
Thank you!
Justin
Thorough, knowledgeable, and genuinely caring — a rare combination. 100% confidence in Randy and his team. Five stars without hesitation.
One of the things that genuinely sets Randy apart is how personable and approachable he is. He has a genuine ability to make you feel comfortable discussing complex and sometimes sensitive issues. He took the time to get to know us, understanding not just the legal side of our needs but also the personal and emotional aspects that are so important when planning for the future. His warm demeanor and caring nature made the entire process not only efficient but also surprisingly enjoyable.
His staff was equally impressive. They were prompt, friendly, and consistently followed up with us throughout the process. Whether we had a question or needed additional documentation, the team was always quick to respond. They were also very proactive with reminders of actions that we needed to follow up on. Their attention to detail and commitment to customer service were great.
Thanks to Randy and his team, we now have a solid estate plan in place, and we couldn’t be more satisfied with the level of care and professionalism we received.
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