This client was a single man who owned an LLC, and wanted to create a will only. He had a townhome in Washington State owned by an LLC that he wished to designate beneficiaries for.
We created a will for him, which enabled him to designate where he wanted the property owned by the LLC to go.
Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):
And, if you know you just want to talk, click the link below to schedule a free strategy session with us: