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
There are many reasons business owners close up shop, including retirement, starting a new venture or, hopefully, because they’ve won the lottery. No matter what the reason, it’s important to diligently wind down a business before moving on. This process…Learn More
Going through a divorce is not just emotionally draining, but can be financially draining as well. Different types of divorces have different common price ranges, but there are ways to keep the overall cost down. The biggest factor in the…Learn More