Prior to our first meeting we ask you to complete a Legacy Organizer© designed to clarify your goals, concerns and objectives. The Legacy Organizer© will also provide initial information necessary to help us identify which legal estate and wealth preservation strategies may be best for you and your family.
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Recent Blog Posts
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Without a plan in place your customers, employees, vendors and even your family can be negatively affected and the future of the business you…Learn More
Perhaps the most important thing to know before selling your home is how much it is actually worth. Home values, however, are constantly changing and can be majorly affected by what may seem like minimal issues to you (i.e. –…Learn More