Estate Planning

We insure that your estate and its legacy are protected….
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See how the Distribution & Preservation modes and the Transfer stage of your estate are effectuated.

Risk Analysis

See how effective your investments are…
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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…

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  • 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


    • Do you need to rebalance your portfolio?

      February 16, 2018

      Crafting the right investment mix is both an art and a science. Not only do you have to consider your future goals, but you also have to take situational factors […]

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    • Estate planning for blended families

      January 25, 2018

      Second marriages and blended families have become increasingly common. Since estate planning can be more complex in these scenarios, it’s important to prepare […]

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    • Get your taxes ready early and right

      January 11, 2018

      Although the tax deadline is still a few months away, it’s a good idea to gather all relevant documents well in advance of the tax prep rush of early spring. Now is the time […]

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    • Check In With Your Retirement Plan

      December 28, 2017

      Preparing for retirement is a cornerstone of any financial plan, but a lot can change as you approach your golden years. That’s why trying a “retirement dress rehearsal” […]

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    • 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 […]

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    • 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 […]

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