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.
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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):
https://cmslawfirm.com/foundation
And, if you know you just want to talk, click the link below to schedule a free strategy session with us:
