ESTATE PLANS
Our Philosophy
What is an Estate Plan?
What is an Estate Plan?
Whether you are single or married, have huge wealth with a diversified asset portfolio or are just starting out in life, we want you to be assured that you have the proper plan for your assets and finances throughout your life and for your heirs when you pass away. We want to help you avoid unnecessary taxation and pass on as many assets as you want in your plan. Let's chat!
What is an Estate Plan?
What is an Estate Plan?
What is an Estate Plan?
You have assets. Generally, that's the legal terms for "stuff". Government, creditors, and others just might come after your stuff at some point during or after your life. You probably want them to have as little of your stuff as possible, but instead want the quiet enjoyment of your stuff, and to pass as much of that to your loved one
You have assets. Generally, that's the legal terms for "stuff". Government, creditors, and others just might come after your stuff at some point during or after your life. You probably want them to have as little of your stuff as possible, but instead want the quiet enjoyment of your stuff, and to pass as much of that to your loved ones or loved causes as possible. We want that, too! The plan for that is called an estate plan.
Meet Brian Knox
What is an Estate Plan?
Meet Brian Knox
Brian Knox has been helping people plan their asset management for life and death for almost twenty years. With an MBA, he is especially well-suited to assist those with business assets to protect those in the event of death and disability. Brian is a veteran of the U.S. Army. He is a natural protector, and loves helping those who are not knowledgeable enough to navigate the system.