Estate Planning

We insure that your estate and its legacy are protected….
estate-icon

See how the Distribution & Preservation modes and the Transfer stage of your estate are effectuated.

Risk Analysis

See how effective your investments are…
magnifying-glass-icon

Learn how all your investments could perform better and be more secure against the fluctuations of the market.

Ways we help

Identify how our team can help you prosper…

gears-icon

  • Asset Protection & Preservation
  • Estate Tax Limitation or Reduction
  • Wealth & Estate Transfer Planning
  • Individual & Family Trust Planning
  • Planning for Disability or Incompetence
  • Capital Gains Tax Reduction
  • Reduction of Taxes on Social Security Benefits
  • Income Tax Reduction & Increasing Spendable Income
  • Workshops Specializing in Estate, Income, Retirement & Financial Advisory Issues

10 Critical Tax Mistakes

10-most-expensive-tax-mistakes-smallIn this book we cover some of the biggest mistakes that investors make when it comes to their taxes. Not only will you discover tax mistakes that cost investors like you thousands, year after year after year, but you’ll also learn what you can do to solve those problems – legally, morally, and ethically. More →

David H. Morgan on KOOL 100.9 FM Radio

Listen to David Morgan talk about REAP on KOOL 100.9 FM at the Senior Health & Wellness Expo:

  • Recent REAP Newsletters


    • Financial Considerations for Couples

      December 4, 2017

      Money can be one of the most contentious topics of discussion in a romantic relationship, making open and honest communication vital to overcoming […]

      more...


    • Should you consider setting up a trust?

      November 16, 2017

      You may think of trusts as luxurious financial vehicles for the elite and wealthy, but the variety and versatility of trusts available offer a number of options to anyone with clear […]

      more...


    • Don’t Let Myths Derail Retirement

      October 27, 2017

      As an individual, you’re unique — and so is your retirement plan. Yet many Americans continue to believe some common retirement myths that have the potential to […]

      more...


    • How safe is your online identity?

      October 13, 2017

      As Americans increasingly turn to the internet to connect, work and shop, the threat of malicious hackers and identity thieves continues to rise. We in the […]

      more...


    • What is socially responsible investing?

      September 30, 2017

      The demand for socially responsible investing has grown 33 percent since 2014, signaling increasing investor interest in making a positive difference in the […]

      more...


    • Should you get travel insurance?

      September 15, 2017

      Vacations are worthwhile investments that require logistical and financial planning, often months in advance. What you put in shapes what you’ll get back. So when […]

      more...

All Newsletters →