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.
Our Practice Areas Include:
Recent Blog Posts
Selling your home without an agent has its appeal - primarily, not giving up between 3-6% of your home’s selling cost to agent fees. However, before you throw a “for sale” sign in the yard, there are a few technical,…Learn More
It’s the season of resolutions and goal setting! As you consider what you’d like to accomplish this year, we encourage you to think about your legal state of affairs - especially when it comes to your long-term plans. Whether you’re…Learn More