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.
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Recent Blog Posts
As October draws to a close and the end of the year is rapidly approaching, the next few months are an opportune time to start your year-end tax planning for 2018. It’s particularly important to start your tax planning early…Learn More
For many, owning your own business is the essential American dream. What starts as an idea can grow into a business plan, but there are a lot of financial and legal considerations you should take in the process. One of…Learn More