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Estate Planning

We assist you with an effective estate plan that minimizes tax & administration.

Estate Planning

What do you want to happen to your life savings when you are gone? The simple reality of life is that we must all face this question.

We assist you to create an effective estate plan that minimizes tax and administration, and lays out a clear plan for how your money will be distributed.


The Peace of Mind Estate Plan™

Estate Planning Seminars

Have you ever felt that you needed some help getting your proverbial “house in order”? Many of our clients recognize the need to provide their family and heirs with a well thought out and clear set of written instructions that will specify how their affairs are to be handled when they are gone.

We can guide you through the entire process. We begin by providing a set of questions to consider relating to your last wishes. This is followed by an inventory of all financial property and assets. Any existing wills, trust documents or similar legal declarations are assembled for inspection and review. We will then arrange for a meeting with a legal professional of your choice who can craft the final documents. This may include a new will, a power of attorney or the creation of trust documents as required.

The Tyler Group is not owned by any bank or insurance company. Our independence allows us to provide you the very best advice and financial solutions that are free from any conflict of interest.

  • We disclose our methods in writing to our clients.
  • We are all involved in continual education.
  • We operate as a team.
Would you like to attend the next seminar?

Contact The Tyler Group now for more information on our next available seminar.