As a part of our legal services, we provide written funding instructions to ensure that the things you own are properly titled into your legacy plan documents. We will prepare deeds to real estate, assign personal and business assets, and work thrugh IRA, 401(k), insurance and special beneficiary designations, to ensure that each of the individual components of your plan work together to meet your objectives.
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