Most estate planning works inside of the four D's: 1. Divide. 2. Dump. 3. Defer. 4. Dissipate. We believe traditional estate planning is just the tip of the iceberg. Yes, we can do the stuff everyone else does, and do it better and faster while providing an amazing experience. We just believe there is more to estate planning than passing down your assets and minimizing taxes. Our aim is to create generational wealth and generational opportunities for our clients, without creating trust fund babies. We love what we do and we come to work every day excited to help our clients change the course of their family's lives forever.
Most estate planning works inside of the four D's: 1. Divide. 2. Dump. 3. Defer. 4. Dissipate. We believe traditional estate planning is just the tip of the iceberg. Yes, we can do the stuff everyone else does, and do it better and faster while providing an amazing experience. We just believe there is more to estate planning than passing down your assets and minimizing taxes. Our aim is to create generational wealth and generational opportunities for our clients, without creating trust fund babies. We love what we do and we come to work every day excited to help our clients change the course of their family's lives forever.
Company Information
- Industry
- Law Practice
- Company Type
- Privately Held
- Founded
- 2009
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 811 Kirkland Ave Washington Kirkland
- City
- Bellevue
- Region
- Washington
- Postal Code
- 98033
- Country
- United States