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
As October draws to a close and the end of the year is rapidly approaching, the next few months are an opportune time to start your year-end tax planning for 2018. It’s particularly important to start your tax planning early…Learn More
For many, owning your own business is the essential American dream. What starts as an idea can grow into a business plan, but there are a lot of financial and legal considerations you should take in the process. One of…Learn More