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
Most families in America that have a pet consider that animal to be a part of the family. Because of this, many people want to make sure their pet is cared for in the event of their death, and will…Learn More
If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan. Although you may think that settling into a home together or finding a place for all your…Learn More