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
Estate Executor Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for performing under the terms of the will and handling the estate. The laws vary…Learn More
As October draws to a close and the end of the year is rapidly approaching, the next few months are an opportune time to start your year-end tax planning for 2018. It’s particularly important to start your tax planning early…Learn More