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
Many businesses prefer to hire independent contractors because there’s often less overhead and fewer expenses such as covering taxes or benefits. However, classify a true employee as an independent contractor and you’re in big trouble. Here’s how to legally differentiate…Learn More
Starting a new business can seem overwhelming – especially when you’re doing it alone. Creating a business plan will allow you to refine incomplete ideas, address areas you may have not yet considered, create a map so you know what…Learn More