Private
Resource
Group
Private Resource Group (PRG) combines the talent and expertise of a team of highly respected professional advisors. Each advisor performs an in-depth analysis specific to their area of expertise, and within the context of PRG's unique Profile 360 process - sharp focus, smart results. While you pursue your interests, we assure the implementation of a fully integrated strategy to protect those interests. You remain involved, but not encumbered throughout the process. The result is distinctive and effective both in concept and performance…a lifestyle and legacy plan that works.
Estate and tax planning professionals will review and analyze your wills and trusts. If none exist, they will render an opinion as to the need for, or desirability of such instruments to develop the most advantageous results of an overall estate plan. Due to ever-changing tax laws and reform, it is imperative that legal advisors maintain a constant watch over IRS regulations, as well as legislation in the state where you reside, which may impact your estate and future planning.