Legacy Management & Planning Services

Comprehensive Legacy Management and Planning System

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Comprehensive Legacy Management and Planning is a system that empowers you to maximize your Life’s Work.  In short, it helps you to control and protect as much of what’s yours as possible.  Legacy Planning is a process by which we identify and prioritize our clients’ specific values, goals and concerns. Utilizing established estate planning strategies and legal documents, we then draft a plan to bring them to fruition.  Through proper Legacy Management, we make sure that those plans are updated as those needs mature and evolve.

Comprehensive Legacy Management and Planning puts you in charge of your future. Establishing an estate plan is one of the most important steps you can take to protect yourself, your loved ones and ensure the protection and continuity of your Life’s Work.  It spares your loved ones the expense, delay and frustration associated with rectifying your affairs after you transition or become disabled. It forces you to take action by prioritizing and organizing the important issues that will inevitably come to being.  It allows you to project your own ideals and values.  Most importantly, it gives you the piece of mind that comes with knowing that you have prepared your and your family’s financial infrastructure to the best of your ability.  Have you done everything that you can?  Your future is your choice…

Our firm’s Comprehensive Legacy Management and Planning Services include:

Personal/Marital Property Titling & Organization

Property/Legacy Transfer

Pre & Post Marital Agreements

Small/Family Business Incorporation & Planning

Document/Contract Review and Analysis


Intellectual Property Protection

Estate Administration

Preparations for Incapacity or Final Transitioning

Providing for Minor/Disabled Children

Planning for Final Transition Taxes

Charitable Bequests/Planned Giving