This client was an unmarried women with real estate investments and a will plan by another firm.
We prepared a Will Codicil to update her beneficiary designations and real estate documents to fund her properties in LLCs.
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: