Planning today means peace of mind tomorrow.

"Without counsel plans go wrong, but with many advisers they succeed." -Proverbs 15:22

Since 1994

It has been Dennis’ mission to help people with their estate planning needs.

Dennis focuses on addressing your unique circumstances with the goal of making sure that your family is properly cared for and provided for, if and when death or disability occurs. His honest, conscientious commitment to his clients makes him a man you can trust to plan for your family’s future. He will put your needs and desires first and make sure that you have the information necessary to make important decisions about your estate.

“There is tremendous challenge and satisfaction in working with families and individuals to protect themselves and their loved ones. The process of learning clients’ unique circumstances, listening to their hopes and desires, and utilizing creative techniques in designing and implementing solutions is a dynamic process that does not lend itself to a standard approach. It is rewarding to see a client’s transformation in how they view estate planning once they become better informed and the plan is completed.” – Dennis Caufield

Why is Estate Planning Essential?

Many client’s informed vision of Estate Planning is usually something like this:

“We want to control our property while we are alive, take care of us and our loved ones if we become disabled, and give what we have, to whom we want, the way we want, and when we want. Furthermore, if we can, we want to save every last tax dollar, professional fee, and court cost legally possible.”

If you do not have an estate plan that meets all of the objectives stated above, someone else has control of your affairs.