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
Although Memorial Day just passed, it is important to honor those who have served our country all throughout the year. Remembering those who sacrificed their lives for our freedom and safety can be a difficult thing, especially for families whose…Learn More
For most us, summer means it’s time for FUN! It’s true that there are many fun activities to be had during the summer months including camps, vacations, pool parties and more. But before you head out the door, make sure…Learn More