As a part of our legal services, we provide written funding instructions to ensure that the things you own are properly titled into your legacy plan documents. We will prepare deeds to real estate, assign personal and business assets, and work thrugh IRA, 401(k), insurance and special beneficiary designations, to ensure that each of the individual components of your plan work together to meet your objectives.
Our Practice Areas Include:
Recent Blog Posts
Collaborative Divorce is a process where both parties commit to negotiating a mutually acceptable resolution without having to go to court. This requires open communication and information sharing and should create a solution that acknowledges the highest priorities of all.…Learn More
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both means having a conversation with your family about your money, your legacy, and your core principles. With the holidays coming…Learn More