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.
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Recent Blog Posts
In our past few blogs we’ve been walking you through the For Sale By Owner (“FSBO”) process so you can know what to expect if you’ve decided to sell your own home or even if you’re just trying to decide…Learn More
Twenty years ago, the Roth IRA became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income in…Learn More