YOUR OPPORTUNITY
You have the opportunity to protect your personal legacy and proactively manage how your wealth will impact generations of your heirs’ lives, in an effort to enhance their freedom to thrive.
- Introduction Page
- YOUR CHALLENGE
- YOUR OPPORTUNITY
- HOW WE HELP
- FIRST STEP
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ADDITIONAL INFORMATION
Additional Information
Frequently Asked Questions
- 1) I have worked with a top law firm to create wills and trusts. Why do I need to work with you?
- 2) What kinds of issues are addressed by a Letter of Direction to Trustees?
- 3) What is the legal impact of the Letter of Direction to Trustees?
- 4) How many meetings are generally required?
- 5) How long does the process take?
Our work with you has given us greater peace of mind as we have now provided much more specific input on how generations of our family should be cared for after we are gone.