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
Part 1: An Overview Say you are a member of an LLC, meaning you own membership interests in it. But what if you want to leave the LLC? What if you get a divorce? What if you have creditors seeking…Learn More
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