Estate Planning

After a lifetime of working hard, making sound decisions, investments, and building your net worth – you should have a plan. And, that plan will determine what will happen with your money, property and business investments in the future.

At DP&C we are dedicated to providing effective and proactive estate planning. This involves facilitating the orderly transfer of assets to your beneficiaries, providing security for your surviving spouse, and reducing or eliminating the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We guide you through the complex process of getting your financial affairs in order.

To Learn More Contact:

Jason Kors, Managing Shareholder

Roger Lilley, Principal