Lowry Edwin J

Information may not be reliable

Our mission is to help families protect and preserve their wealth and leave a true legacy for their loved ones. We pursue this goal through in-depth, personal counseling, followed by the drafting of documents that contain each clients unique instructions. We consider this a high calling for the following reason.

Traditional estate planning typically uses bare-bones boilerplate documents that ignore the people involved and their concerns. My process helps you create a personalized plan that is your legacy.

Through my planning process, you can create a plan that works. Regardless of the size of your estate, wealth preservation planning can provide you with peace of mind that all contingencies have been covered for you and your family.

Equally important, my planning process enables you to create a plan that passes--not only your financial wealth--but also your personal values and beliefs.