When you created your estate plan, we worked together to design a plan that best suited your existing situation. You taught us about your family, your financial circumstances and your hopes, dreams, fears

and goals. We taught you about the law and your options for addressing those issues. The Generational Wealth Protection Plan simply works like this. You keep us regularly informed as your family, finances and goals change. We keep you informed as changes in the law affect your plan or create new opportunities.