Services We Provide
We help you preserve your family wealth for future generations, minimize taxes and avoid the nightmare of probate.
We work closely with your financial advisor to preserve and achieve your long term financial goals.
We help you qualify for government medical benefits and ensure your estate is preserved for your family.
Client Testimonials
“Our Family Trust, as well as those of several of my clients, has/have been created through Brooks’ office with his great consultative advice. Whether you are calling in for the first time or are an established client you are treated with genuinely kind and compassionate professionalism. Brooks will make astute observations and has a wide and detailed scope of knowledge of what can be your best options in setting up a trust as well as how to handle the most complex of situations.”