Blog Articles and Resources

Book an Initial Call

Do I Need a Will or Trust?

, • POSTED ON: June 4, 2020

Regardless of income level or assets, everyone can benefit from having a trust or will. Having something in place, especially during this time of unpredictability and rapid change, brings peace of mind to you and your family. Having a trust or will in place eases the burden on your loved ones and ensures that your wishes are understood and met under any circumstances. You may not even know all the ways that a good estate plan can help you and your family. A good plan will also keep to a minimum the taxes and fees assessed during assets transfers.

We can help you design an estate plan that works for you. Please fill out the survey to see how critical estate planning is for you. Bring the completed survey to your initial meeting and receive $100 off of your planning fees!

Download and Complete the Survey

Be informed.

This is not what you do every day. It is what we do. Let us help provide the resources you need to make an informed decision.

 

Get Educated

Begin.

We’re ready to start this journey with you.
Contact us to schedule a consultation.

 

Get in Touch - Book a Call

Our Office

5019 S. Bur Oak Place
Sioux Falls, SD 57108

Email:
 [email protected]
Phone: 
605-777-1772
Hours
M–TH:  8:30 a.m. – 5:00 p.m.
F: Reserved for Family & Friends
S-S:  Reserved for Family & Friends
Privacy Policy
Attorney Advertising. This website is designed for general informational use only. The information on this site should not be construed to give specific legal advice and your use of this site does not form an attorney/client relationship. View Our Privacy Policy