Protect those you love and everything that you have earned.

  • Learn More About Estate Planning

    Join us for a live event or webinar soon to learn more about the estate planning tools used to assign legal, financial, and medical authority to make decisions for a person and/or their children upon their incapacitation or passing, the estate planning tools used in this process, and how you can determine which tools will allow you to achieve your estate planning goals.

  • Get Organized

    Schedule a comprehensive and personalized Family Wealth Planning Session with attorney Milan Hanson to discuss your family, your assets, and your estate planning goals.

  • Develop an Estate Plan

    Develop an comprehensive will-based or trust-based estate plan with the ancillary documents necessary to ensure that your loved ones and assets are protected in the event of your passing or incapacitation, including Advance Directives and Powers of Attorney.

  • Update Your Estate Plan

    Review your existing plan and discuss any additions, corrections, or revisions that you would like to make to the plan.

  • Administer Your Plan

    Learn how to fund and administer your estate plan once it has been signed, individually or together with the persons that you have designated as legal, financial, and medical decision-makers in your estate plan.