Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
-
“Very accommodating in helping us coordinate our schedule. Knowledgeable people with a client mindset.”- Robert A.
-
Estate planning and asset protection tailored to meet your needs. Auto-Pilot Planning Program is an additional annual cost but provides seminars, annual updates, and other benefits for the trustees and family.- Lisa T.
-
“Josh clearly cares about his clients--not only their current situations but also their future. The full office team effort was greatly appreciated.”- Gloria T.
-
We are so thankful to Josh Dorcey and his staff for managing our Trust and estate affairs. As a APP member, we especially appreciate the seminars on essential information they share with us. Love the newsletters and especially the family recipes they share! Great firm!- Kathleen W.