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.
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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