The Wealth Creation Trust: A Gift That Keeps On Giving
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store. Instead, the […]
ESTATE PLANNING
We offer 3 levels of planning to suit your varying needs.
[3 planning levels – pdf?]
Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams.
We represent a family throughout varying stages of life:
With each of our estate plans we include a no-charge 3 year review to ensure that as our clients’ lives change, so does their estate plan and ensure that all our clients’ assets are held properly for maximum protection. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect their lives.
In addition, we advise clients regarding relationship nuptial agreements, perform reviews of existing plans that may be out of date, and handle all aspects of administration after the death of a loved one. And, we keep our clients corporate records up to date so that they have the maximum protection from personal liability that a corporation can provide.
Our clients benefit from the care we offer the whole family from free estate checkups to basic planning documents for young adult children; become part of our client family and feel how much we care
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© 2023 Legal Law Center. All Rights Reserved.
© 2023 Legal Law Center. All Rights Reserved.