Prior to our first meeting we ask you to complete a Legacy Organizer© designed to clarify your goals, concerns and objectives. The Legacy Organizer© will also provide initial information necessary to help us identify which legal estate and wealth preservation strategies may be best for you and your family.
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