When you hear the words estate plan do you get a sick feeling in your stomach?
Putting your plan in place doesn't need to be a gut wrenching scenario. It actually can be positive.
Our process is:
1. Complete questionnaire
2. Get on Zoom with attorney expert for deep dive into your scenario
3. Receive digital draft of your plan to review
4. Get input on any follow up questions with your attorney
5. We build final version, send to you and you did it!
6. Ongoing complimentary access to service team.
New Law Impacting Your LLC, Corp. & Other Legal Entities…
The Important Components Of Your Estate Plan
Guard Your Investment Property For The Next Generation {feat: Brent Honea}
Assets You Get To Keep & Assets You Lose In A Lawsuit!
White Hot Year-End Planning Tips
Where Could You Get Hit By A Personal Liability?
Transferring Property When One Spouse Dies
Asset Protection for Business Leaders
The Stages Of Your Life & Your Estate Plan
A Tale Of Two Estate Plans {feat: Kraig Strom}
Transferring Property When One Spouse Dies
Asset Protection for Business Leaders
Have Kids? Why You Need An Estate Plan…
Top Estate Planning Tips
Protect Your Income Property {feat: Gino Barbaro}
Asset Protection & Tax Planning For Investment Property Owners
Child Special Needs Trust
Protect Your Income Property {feat: Gino Barbaro}
Your Estate Plan Post Divorce
When To Update Estate Planning
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