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.
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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