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.
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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