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Estate Planning & Asset-Protection Planning

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FREE ESTATE PLANNING WORKSHEET

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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Testimonials

Mr. Holmgren is experienced. He thought of several situations and brought insight we had not previously imagined. He is warm, friendly and willing to answer questions–even investigate further an area where we had unique circumstances. Mr. Holmgren is delightful to be around and thorough in his preparation, especially for our unique requests and situation(s)

Leland

April 9, 2016
Randy listened very carefully to our concerns and desires. He did some thoughtful deliberation about how to counsel us, and we feel like we accomplished exactly what we wanted to. Randy is professional, kind, and efficient.

Patricia

April 7, 2016
Randy helped my family redo our estate plan. He thought of everything, including many questions I would not have thought to ask (even though I’m an attorney too). He is thorough, thoughtful and explains everything very simply and appropriately. Highly recommend.

H. Dickson Burton

April 5, 2016
Over the years, my wife and I have found Mr. Holmgren to be very professional and knowledgeable in creating and maintaining our estate planning. He has shown a sincere interest and has helped us create a plan that will benefit our family.

Lorin and LaRae