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ATG Trust Company
ATG Trust Company offers professional trustee and executor services for clients with personal trusts. Personal trusts are created as part of an individual’s estate plan and may serve many different purposes. They may be created to take advantage of various tax planning strategies, to provide for current and/or future beneficiaries, to avoid the costs and burdens of court-supervised estate proceedings (probate), or to provide for financial oversight in the event of incapacity. ATG Trust understands the importance of fully carrying out its duties as trustee or co-trustee and prioritizing our client’s intent.
BMO Wealth Management
We provide a comprehensive range of financial services to help you achieve the lifestyle you desire and the goals that matter most to you. This customizable approach provides you with a highly personalized experience designed to help meet your unique needs and priorities.
ElderCounsel
More than document drafting software. We give law firms the personal attention they deserve, with all of the education, training, and support they need to nurture and grow a successful elder law practice. This is all done with our core values at the top of mind at all times.
Itasca Bank & Trust Co.
At Itasca Bank & Trust Co., it is our vision to be the area's premier privately-held bank. It is this vision that propelled us to implement a Quality Service Team. The Quality Service Team is constantly looking at ways to improve your banking experience.
LAB Services
Law As a Business (LAB) was created by ElderCounsel, LLC to help attorneys run efficient and profitable firms. As an offering of LAB, we created LAB Services, a full-service creative solutions house for small business owners specializing in legal practice areas such as elder law, estate planning, Veterans pension planning, and special needs planning.
Lifecare Innovatinos
Since 1995, Lifecare Innovations has earned its reputation as the company that can handle any problem. Our singular expertise in creative navigation of the health care, government, and guardianship system has made our name synonymous with hope when all hope seems lost.
Our professional staff is comprised of experienced nurses, national master guardians, master’s prepared social workers and professional counselors encompassing specific areas of expertise such as psychiatric and behavioral concerns, health care, guardianship, advocacy, insurance negotiation and expert witness.
Our professional staff is comprised of experienced nurses, national master guardians, master’s prepared social workers and professional counselors encompassing specific areas of expertise such as psychiatric and behavioral concerns, health care, guardianship, advocacy, insurance negotiation and expert witness.
Parasec
At Parasec, our objective has always been to deliver unparalleled customer service and high-quality work to our clients. When you trust us with your documents and information, you can rest assured that they’re being handled by highly-trained industry experts who genuinely care about developing trusting relationships and getting the job done right!
With offices in California, Delaware and Nevada, and an extensive network of professionals across the nation, our clients have come to expect exemplary service, and we’re always striving to exceed their expectations!
With offices in California, Delaware and Nevada, and an extensive network of professionals across the nation, our clients have come to expect exemplary service, and we’re always striving to exceed their expectations!
The Cahill Insurance Group, LLC
Our goal is to offer thorough and cost-effective solutions to both existing and prospective personal and business clients of financial advisors, independent agents, and attorneys.
The firm's areas of specialty include: Life insurance consulting, analysis, and implementation for individuals and families; Access to impaired-risk life insurance underwriting markets; Wealth transfer programs to minimize or eliminate estate and gift taxes; Business succession and executive benefits funding for business owners; and Assessment and restructure of existing life insurance portfolios.
The firm's areas of specialty include: Life insurance consulting, analysis, and implementation for individuals and families; Access to impaired-risk life insurance underwriting markets; Wealth transfer programs to minimize or eliminate estate and gift taxes; Business succession and executive benefits funding for business owners; and Assessment and restructure of existing life insurance portfolios.
Yourefolio
Yourefolio is a modern technology platform for the 21st century which provides unique advantages to professionals that offer estate planning within their practice.