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Don’t disinherit your furry family members!

Don’t disinherit your furry family members! 70% of us have pets. Why then, do less than 5% have legal protections in place to ensure a smooth transition in the event of death, illness or divorce? Take a minute to develop a short and long term plan for your pets as

Rethinking Life Estates

What is a Life Estate and Why Should we Avoid Them? I hope it is a given, that we should not own real estate in our individual names. Some thoughtful legal planning will enable our beneficiaries to avoid probate and protect the value of the home from Taxes, Long Term

Our next workshop is 6/17 at 2pm. Join us to discuss strategies to grow your wealth and influence as part of a Post-Covid life reset. Join our mailing list to receive sign up instructions prior to the event.