Christopher C. Juillet

There is no better time than today to plan for your future and for that of your loved ones with a comprehensive estate plan, including: - Wills - Living trusts - Tax sheltering trusts - Education trusts - Special needs trusts - Charitable trusts - Durable powers of attorney - Advance medical care directives - Prenuptial agreements - Business succession plans. Helping clients protect their families’ financial future is the most important work I do. I don’t sell insurance, sell annuities, or put assets under management. Instead, I ask questions, listen, advise, then develop a comprehensive estate plan that meets your specific legacy needs. Let me help you plan ahead.