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
If you work in the medical industry, you probably already know that the practice of medicine is one fraught with the risk of liability. Although medical malpractice claims are serious and can be scary, they are only one risk. Medical…Learn More
Estate Executor Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for performing under the terms of the will and handling the estate. The laws vary…Learn More