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
With the fall season approaching, and everyone getting refocused on school and work, it’s an excellent time to review your legal affairs as well. To help you do this, we’ve provided a checklist to ensure your legal plans meet your…Learn More
Being active on social media is hardly a choice anymore for any sized business – even small ones. Nowadays having a Facebook or Instagram or Twitter account is basically a given. After all, your customers are already there, not to…Learn More