As a part of our legal services, we provide written funding instructions to ensure that the things you own are properly titled into your legacy plan documents. We will prepare deeds to real estate, assign personal and business assets, and work thrugh IRA, 401(k), insurance and special beneficiary designations, to ensure that each of the individual components of your plan work together to meet your objectives.
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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