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
As a small business owner, you’ve likely invested lots of time, money and personal sacrifice into making your business a success. That’s why business insurance is such a good idea to help protect your investments in the event of unexpected…Learn More
We want to welcome the newest member of the DLG Team, Stephen A. Haynes. Stephen has come to our practice with legal experience in estate planning, commercial real estate, and corporate structuring. We know he’s going to bring a lot…Learn More