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
If you’re starting a business, you may have started to do your homework to weigh your options for what kind of business entity you want to create. You’ve likely considered the tax and non-tax implications for the different types of…Learn More
Not sure if an estate plan is right for you or maybe you're not even entirely sure what an estate plan is? You're not alone. Many people have questions about the process of getting their estate in order for lifetime…Learn More