When it comes to estate planning, you need a team. We work together with your existing accountant, insurance agent and financial planner to structure your plan the right way.
We meet with you and others in your plan to understand your goals and design an estate plan that meets your needs. We educate and help determine which estate planning options fit best.
Our approach allows you to:
- Find practical solutions
- Understand there may be more than one solution
- Implement the documents necessary to achieve your goals.
- David DeReyna attends Heckerling Institute on estate planning
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