For most of us, planning for the future is a difficult thing to do today. Still, now is the time to find solutions, not when it is too late.

At Everest, we realize that your financial needs are personal needs. That's why we offer estate planning solutions with personalized service.

Our goal is simple: to work with individuals and business owners to ensure that the greatest amount of their estate passes to their intended beneficiaries.

Our approach

We help estate owners to reduce federal estate taxes, avoid or minimize probate court costs, and, most importantly, to leave assets adequate for beneficiaries to continue a business, pay for college, or maintain their lifestyle.

We frequently accomplish our clients’ goals through the strategic use of targeted life insurance vehicles; however, many of our solutions do not require the purchase of a life insurance policy. Regardless of the solution, our mission is simple: to help you devise an estate plan that serves your own best interest.

Frequently asked questions:

For most of us, planning for the future is a difficult thing to do today. Still, now is the time to find solutions, not when it is too late.