As an option, after completion of your plan you may want to involve your family by providing them with a snapshot of the Legacy Plan Solution©. We are available to meet with you to discuss the implementation of your plan, to explain the basic elements with your children or other family members, and to answer any questions they may have about their role in the process.
Our Practice Areas Include:
Recent Blog Posts
There are many reasons business owners close up shop, including retirement, starting a new venture or, hopefully, because they’ve won the lottery. No matter what the reason, it’s important to diligently wind down a business before moving on. This process…Learn More
Going through a divorce is not just emotionally draining, but can be financially draining as well. Different types of divorces have different common price ranges, but there are ways to keep the overall cost down. The biggest factor in the…Learn More