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
Most families in America that have a pet consider that animal to be a part of the family. Because of this, many people want to make sure their pet is cared for in the event of their death, and will…Learn More
If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan. Although you may think that settling into a home together or finding a place for all your…Learn More