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
Twenty years ago, the Roth IRA became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income in…Learn More
If you’ve decided to sell your own home, it’s critical to understand the legal aspects that come along with the process. At every step of the way there are real estate laws ensuring both the buyer and the seller are…Learn More