Broker Check

317-846-9702

Wills & Trusts

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

<p>Critical Estate Documents</p>

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.