This monograph introduces you to what it takes to create customized well-crafted estate plans that meet our criteria for “Lives and Legacies Well Planned.”  We also present the five-step process we utilize in creating your estate plan.


This series of monographs discusses the pitfalls associated with various estate planning methods.

These publications are distributed with the understanding that the author, publisher and distributor are not rendering legal, accounting or other professional advice or opinions on specific facts or matters, and, accordingly, assume no liability whatsoever in connection with its use.