Estate Planning Services

Having the right estate plan is crucial for peace of mind and to ensure your goals and wishes are achieved.

Mark Hurt will discuss with you your needs and goals and carefully formulate and recommend a plan that is right for you, whether it involves complex estate tax planning or merely a simple will.

Often, clients are surprised that trusts are part of that plan and that they can be implemented in a cost-effective manner.

Mark Hurt has been assisting estate planning clients for over 25 years.  His prior experience as a CPA has proven invaluable in this process.

An initial meeting with a potential estate planning client is typically at no-charge.

Typical Services:
Discussing and formulating an estate plan
Wills
Living trusts
Testamentary trusts
Intervivos trusts
Irrevocable life insurance trusts
Powers of attorney
Advance medical directive

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