Financial Consulting & Wealth Advisors - Oasis Consulting & Financial Services

Estate Planning

We are here to help you plan for your future.

We provide the most comprehensive and personal estate planning services for both individual family members and business owners. We can help individuals work with their existing financial institutions and insurance companies to ensure that their wishes are carried out. Our attorneys have the experience to handle any situation to make sure that your wishes are carried out while also remaining within the law. We have helped countless individuals work through their specific situations, whether they are single parents of young children, entrepreneurs, or multi-generational family horse enthusiasts.

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We can help you plan for your financial future

We take a holistic approach to our clients’ financial situations, studying all aspects of their individual financial lives: their cash flow, retirement needs, taxes, insurance, wills and trusts, charitable giving, education funding, and other concerns. We take the time to listen to your specific concerns and then develop a plan that will take all of these into account. Through the use of our experience and resources, we have helped many of our clients craft comprehensive plans that will allow them to be comfortable in any circumstance.

We provide access to the best financial planning advice

Our partners are experts in estate planning law. Together they handle a wide range of matters including probate court litigation, tax resolution, litigation administration, corporate entity formation and compliance.

We plan for the future to help your family later.

Whether you are looking to protect your assets, diversify your holdings, or leave something for a loved one; we can provide you with the tools and information you need to make the right decisions.

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