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"My name is Tony Laughlin and have been a client of Shepard Insurance Agency since late 1997. I came to this agency for the purpose of getting lower insurance rates. I not only found lower insurance rates, but I found by far, one the best agents in Ms. Luz Gomez. I unfortuneately have had a few incidents with my vehicles in the past, and I never felt that I was getting anything but top service. The phone calls are returned in very timely manner, and questions are answered as if they knew before they were asked. With the service I receive, I feel like I am their only client. There is no exaggeration in any of these comments, I feel the way I have explained. Thank you Shepard Insurance and a special thanks to Luz Gomez. "
Tony Laughlin

 

 

"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

 

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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.