Through one instruction in a Will or Trust, a person can impact his family for decades. It can set children up to lead happy and successful lives, and sometimes when the planning is poor, it can cause close-knit families to fight and fritter away their wealth and sense of well-being.

Estate planning however can be a complex subject, full of technical language and unending flexibility. We use simple language to train our attendees and to guide the families we plan for – this is our topmost goal.

Albert Einstein said “If you can’t explain it to a six-year old, you don’t understand it yourself.” We live by this quote as we reflect this philosophy in our courses, books and how we plan for the families we work with.