Please click below to download a variety of frequently asked questions and answers. This document is not meant to provide legal advice, but to give a general overview and answer some basic questions regarding tax and estate planning. For specific answers, which will be more sophisticated, and tailored to your situation, please contact the office to make an appointment, or call to talk with Mike or Kayla.

You may also click on the side button to download the free Love Letter. This document, also commonly referred to as a Location List, is a very practical tool which will greatly assist your survivors with the identity of your assets. It also provides your survivors very detailed information regarding your funeral/burial/cremation desires.