We work with a wide variety of tax professionals such as enrolled agents and CPAs to make sure they concur with our plans when it comes to current and future taxes.

We work with Estate Attorneys to make sure that your plan is executed properly when it comes to Probate Avoidance, Medicaid Planning, and Wealth Transfer Strategies to ensure that your wishes are carried out properly and that your family can retain more of what you have worked so hard to attain.