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"I just wanted to express, how very pleased I have been with all of you and your company throughout the years. All of your services provided to me were done very timely and professional. If I had any questions at all, one of you got back to me immediately. The customer service has been exquisite and I want to thank, every one of you, for your wonderful care. I realize that you sometimes had to go the extra mile for me and you certainly did it with a smile, courtesy and kindness. Your customer service has been impeccable. Thank you for being such a wonderful Insurance group and a fantastic team. "
Heidi

 

 

"I discovered Shepard Insurance about 5 years ago, while shopping around for competitive auto insurance policies. Not only were their prices enticing enough to encourage me to sign on with them, but their customer service has been what has kept me a loyal customer for five years. Since that auto policy, I've since purchased a home, and started a new business, both of which are also covered by Shepard. Luz and her team have been great, keeping in step with my every need."
Suzie

 

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  • Avoids probate at death, including multiple probates if you own property in other states.
  • Prevents court control of assets if you are incapacitated.
  • Brings all your assets together under one plan.
  • Provides maximum privacy. Probate is a public process and any interested party can see what you owned and whom you owe.
  • Quicker distribution of assets to beneficiaries.
  • Assets can remain in trust until you want beneficiaries to inherit.
  • Can reduce or eliminate estate taxes.
  • Can be changed or cancelled at any time.
  • Difficult to contest.
  • Prevents court control of minors' inheritances.
  • Can protect dependents with special needs.
Prevents unintentional disinheriting and other problems of joint ownership.