Estate planning

Protect your legacy like a championship playbook

Estate planning is how you stay in control when life moves fast. Without a plan, the state decides for you. With TDR Financial Group, you call the plays and protect your family, assets, and legacy with precision.

We guide you through wills, trusts, and estate strategies while coordinating directly with your attorney so nothing is missed and nothing is left to chance.

What we handle

• Wills and trust strategy and coordination

• Asset distribution and beneficiary planning

• Guardianship and inheritance clarity

• Probate avoidance and estate tax minimization

• Plans that adapt as your family and business grow

Preparation wins championships. We make sure your legacy is locked in and never left unguarded.