Our Estate Planning Learning Center is designed to give you all the information you need about estate planning, revocable living trusts, probate, estate administration, asset protection and wealth preservation.

Clients of our firm have benefited for over 20 years from our experience. Now, we offer you the information on this web site to save you time and money by walking you through the basics of estate planning and the associated tax issues. Our site is organized by how the information is presented and then by estate planning topic.

• Start with our Frequently Asked Estate Planning Questions (FAQs) to familiarize yourself with basic concepts of estate planning and current estate tax and probate laws.
• If you have a little more time, grab a cup of coffee and enjoy our on-line slide presentations. Full color slides and accompanying text will introduce you to important estate planning issues with real life examples.
• To see how much the government will be taking from you, try out our Estate Tax Calculator. We think you will be surprised by what you find.
• In an effort to keep you up-to-date with current estate planning and estate tax issues, we also provide an Articles area.
• For more detailed information about your specific situation, please contact us.

Estate Planning Services   

Philosophy of Proper Exit Planning            

Our Estate Planning Process

• Estate Planning

  • Creation & Maintenance

• Probate & Trust Administration 

• Charitable Planning

• Medicaid Planning

• Asset Protection

• Tax Strategies/Planning

• Fiduciary Tax Returns 

• Business

  • Formation: Corporations, LLCs, Partnerships

  • Purchase/Sale, Maintenance

• Employment Agreements

• Real Estate (Purchase/Sale)

Beacon & Bridge Institute, Inc.

Business Transition Planning    

Business Exit Planning            

Business Governance Planning