Schedule Your Complimentary Estate Legacy Planning Meeting

Spend Just 60 Minutes with Me, and I will Share with You the Five Keys to Developing a Successful Estate and Wealth Preservation Plan that Will Stand the Test of Time!

Learn how to Protect What You Have Today and what you leave to your kids and grandkids tomorrow from lawsuits, nursing homes, death taxes, debts, your not-quite-perfect daughter-in-law and that over-controlling son-in-law.

“Is It Time to Get Your Ducks In a Row?”

Leave a Positive Legacy Behind!

  • Compare:   The advantages and disadvantages of Wills and Trusts
  • Nursing Home Costs:   Protect your home and assets from $6,000/month nursing home bills and long-term care costs – even if in a nursing home now
  • Blended Families:   His/her/our kids – what you must do to avoid disinheriting each other or your separate children
  • Money Worries:   Most adult children will spend your IRA within 6 months of your death! Learn the right options to preserve your IRA or 401(k)
  • Family Worries:   How to protect your kid’s inheritance from divorce, creditors, lawsuits, and irresponsible behavior.
  • Kids Spouses:   Protect your kids against a bad spouse (current or future), and family money going out of your bloodline.
  • Probate:   How to avoid potential lengthy delays, and how to eliminate or minimize court, attorney, and executor fees.
  • Comprehensiveness:   Many people incorrectly believe their current estate plan will protect their assets and family. Don’t make the same mistake.

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Daniel A. Perry
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Focused on helping seniors, individuals with disabilities and small business owners make informed decisions.