"It took close to two years for these guys to convince me to proceed with the strategy.

I continually threw up road blocks, tax issues from challenging tax opinions, reviewing tax cases, obtaining independent tax advice then onto costs to unwind if circumstances changed. At every turn Kim got the answer in a very professional manner. Frustration was seldom shown and in the end the entire process was concluded to everyone’s benefit.

They are very knowledgeable in their field and very professional."

Larry Van Hatten, CA – Rennie Marketing Systems


Our strength lies in our ability to listen, connect and completely understand our clients' needs.

Every program we develop is custom designed to meet the unique situation of each client taking into consideration their business and personal goals, family situation and estate plan.

We put our clients' interests above our own.  We're not focused solely on selling products.  Rather, our overriding priority is to develop the right strategy that maximizes clients' wealth, security and provides lasting peace of mind. 

We operate on the premise that we only succeed when our clients succeed.

Alter Trust Versus Traditional Will
A will is the traditional way to distribute your assets upon your death.

But it may not be the best estate planning tool for you. Depending on your circumstances, an alter ego trust or joint spousal or partner trust could be a better choice.