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
If you are considering starting or expanding a small business, you may be wondering where to get the funds to cover some of the necessary expenses. You may be considering outside funds or investors. If so, it’s important to remember…Learn More
Discovering your ancestry can be both fun and fascinating which is why at-home DNA tests have grown in popularity in recent years. Often given as a unique gift for loved ones, the kits reveal details about our individual and collective…Learn More