As an option, after completion of your plan you may want to involve your family by providing them with a snapshot of the Legacy Plan Solution©. We are available to meet with you to discuss the implementation of your plan, to explain the basic elements with your children or other family members, and to answer any questions they may have about their role in the process.
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Recent Blog Posts
There is a common misconception that estate plans are only for the ultra-rich - the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the…Learn More
If you’re starting a business, you may have started to do your homework to weigh your options for what kind of business entity you want to create. You’ve likely considered the tax and non-tax implications for the different types of…Learn More