Estate Planning "Road MAp"

Before we had GPS and cell phones getting where you wanted to go was confusing, frustrating, and sometimes dangerous. Unless you are a professional, planning for your and your family’s future can be a similar experience.  Luckily, getting around on the roads has gotten a whole lot easier, and so has planning for your future. You tell us where you want to go and we develop a “road map” to get you there!

Whatever your destination, we help you find the right road to get you there. Click or call for your free Planning Road Map. 

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If you have questions about your estate or what will happen to your family in the future call or message us to receive a free consultation. 

Additional Information

 For years Attorney Stephen Rountree has been helping clients plan for theirs and their families futures. He works closely with clients to determine their goals for their family, and then comes up with a strategy to achieve those goals.

Depending on what you want to accomplish and the extent of your resources Stephen can work with you to determine which strategies will work best. It could be as simple as just drafting a will to ensure that your estate is transferred to the people you want, or it could be as complex as ensuring that you are able to obtain government benefits without depleting your resources. Stephen can help you make the right plan for you and your family.

Stephen has been working with his clients to draft wills, create trusts, and manage their estate to take advantage of tax credits and deductions to ensure proper distribution of their estates.