Eagle Planning Group

Our attorneys offer you their expertise from balanced, individualized practices that help with all aspects of your Will or Trust needs.  

We set up just the right  trust and estate plan for you, with all tax issues properly evaluated by a CPA. When you work with us, estate-breaking mistakes are avoided.

Whether you are a retiree or a baby boomer nearing retirement, you need a financial partner who understands the unique challenges you face – an advisor who can help you navigate around them to pursue your life goals.

To save time and money some people  try do-it-yourself websites or buy forms sold in stationery stores. Do-it-your self publishers recommend the review of their estate documents by a professional.  We do not offer that service as we have consistently found such resources to be lacking in key protective language.

Wouldn't we all sometimes like a little assistance with the simple duties of life?  One service we offer is to write checks for your monthly bills, remind you of appointments. We even send holiday cards to friends and family for you.  And, if you wanted a gift-card to accompany your greeting, we would be happy to set it up for you. 

There are a myriad of ways to handle a Probate.   Our group comes together to ensure the most streamlined, effective process offering the most possible protection to the hairs.

Many directives and documents require Notarization.  There is no etra charge for this service.  With our "Add a Diamond" program, we offer on-going free Notarization Services in our offices.