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
If you have kids, you probably anticipate that they will pursue some sort of post-secondary education such as college or trade school or certification. You have probably also thought about saving to help them pay for their education, but do…Learn More
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