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
Many businesses prefer to hire independent contractors because there’s often less overhead and fewer expenses such as covering taxes or benefits. However, classify a true employee as an independent contractor and you’re in big trouble. Here’s how to legally differentiate…Learn More
Starting a new business can seem overwhelming – especially when you’re doing it alone. Creating a business plan will allow you to refine incomplete ideas, address areas you may have not yet considered, create a map so you know what…Learn More