American Family Estate Preservation

We Will Be There When You Need Us The Most!

It’s not too late to plan ahead. Schedule a time to visit with your own AFEPI Estate Planning Professional now. 

Living Trust

How Can I Protect My Assets Now

Estate Planning

What Are My Estate Planning Options

Special Needs Trust

I Have a Special Needs Child

Veterans Benefits

I Am A Veteran And I Need Help

Tax Advantaged Accounts

I Need to Protect My Assets

Our team Is Ready to Help.

what can we do for you?

The Sky's The Limit

Estate Preservation And Protection Specialists

When someone says “trust” or “trust fund” you may imagine a well-to-do family in a mansion with decades of wealth passing from generation to generation. But there is nothing to stop you from protecting your assets with the same legal vehicles these families use and it doesn’t have to cost an arm and a leg to do so.

You and your family can enjoy the benefits of a trust and in most cases it is the most effective way to eliminate or reduce inheritance taxes, gift taxes, capital gains taxes, income taxes and estate tax. Not to mention you skip the probate fees and delays that come with passing your assets on to your heirs through a will. 

They love us!

what our clients have to say

5/5

Benefits of a trust include

• What’s the difference between a will and a trust?
• What’s the best thing I can do to protect my assets?
• Can you tell me how to set up a living trust?
• Can you tell me how a living trust works?
• How does a living trust work after death?
• What happens if I need to go in a nursing home?
• Is a living trust revocable?

We are here to help you!

We answer these questions for clients like you every day. Some are farmers, teachers, accountants, CEOs and hair dressers. We help people from every walk of life protect their assets (and heirs) from the stress and drama of probate – and in most cases, we do it for less than the majority of estate planning attorneys. Estate preservation is more than drafting trusts and wills and handling estates. We counsel clients and present practical, tactical plans and suggestions for the preservation and the tax-sensitive distribution of your assets to your beneficiaries. We are experienced estate planners, tax planners, and trial attorneys. We are with you for the long haul. It’s not too late to plan ahead. Schedule a time to visit with your own estate planning professional now. 

James K. Worley

Founder and President

Frank R. McManus

Associate

We are passionate

The Faces Behind Our Success

Our team Is Ready to Help.

what can we do for you?