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
Part 2: Voluntary Transfers In this 3-part blog series, we’re discussing a variety of aspects to consider when transferring membership interests in an LLC. Check out our overview blog on this topic before reading on about voluntary transfers. An LLC…Learn More
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the…Learn More