Preserve Your Legacy

Estate Planning | Elder Law | Special Needs Planning

Recent Posts in Funding Category

  • 5 TIPS TO ENSURE YOUR ESTATE PLAN WORKS

    We explain to clients that not only do they need to have the legal documents that form an estate plan in place, they also need to take further steps to ensure that their estate plan works. Your estate plan works if it does what you wanted it to do when you created it. In other words, the picture in your mind matches up with the picture of what really happens when you’re up there sitting on the ...
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