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
November is National Adoption Month, which aims to raise awareness about adoption and children who need permanent, loving homes. Thousands of children are adopted each year in the U.S., bringing joy to them and their adoptive families. If you are…Learn More
A negative health diagnosis can be emotionally and logistically challenging for many reasons. You may be worried about how you’ll take care of your family if you’re physically incapacitated. There are lots of things to consider with your doctors and…Learn More