I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love. I look forward to learning your story, hearing what matters to you, and helping you discover what's actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them). We help real estate investors ensure their business is an asset for the next generation rather than a risk to their family's security. We understand that real estate development and buy-hold businesses can be challenging to run and targets for lawsuits and we will provide you with the resources you need to protect your success. To find out more about how you can start on this important...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Planning For Your Children
- Estate Planning
- Asset Protection Planning
- Estate Tax Protection
- Probate Process
- Trust Administration
- Business Entity Formation
Sentiment Analysis
Scott took time to listen to us and worked through the planning sessions at a reasonable pace.
The idea of estate planning was sort of daunting for us, but they made it easy, and they provided clear and detailed guidance.
I was so impressed with their service, I referred my mother to Prime Estate Planning, and she hired them as well.
Scott is very thorough with follow ups scheduled regularly and personable.
I had a great experience creating my trust here to ensure that my wishes and care for my loved ones, my pets, and myself are taken care of.
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