As an option, after completion of your plan you may want to involve your family by providing them with a snapshot of the Legacy Plan Solution©. We are available to meet with you to discuss the implementation of your plan, to explain the basic elements with your children or other family members, and to answer any questions they may have about their role in the process.
Our Practice Areas Include:
Recent Blog Posts
Selling your home without an agent has its appeal - primarily, not giving up between 3-6% of your home’s selling cost to agent fees. However, before you throw a “for sale” sign in the yard, there are a few technical,…Learn More
It’s the season of resolutions and goal setting! As you consider what you’d like to accomplish this year, we encourage you to think about your legal state of affairs - especially when it comes to your long-term plans. Whether you’re…Learn More