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
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
Everyone wants to be the good guy. As a business owner, being the “good guy” by engaging your business in the local community through volunteerism and charitable giving can have a positive impact on both parties. The larger or more…Learn More