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
If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan. Although you may think that settling into a home together or finding a place for all your…Learn More
In our last two blogs we’ve been discussing different aspects of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property. Because of the complexity of…Learn More