25
October
These clients were a married couple with two minor children. They wanted to provide for their children and provide guardian designations in case something happened to them when their children.
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24
October
These clients were a married couple with one adult child. Their goals included leaving gifts to their son and avoiding probate. We created a trust plan for them, which included:.
22
October
This client was a single woman in her seventies with two adult children. She did not have an existing plan. Her goals included making sure her assets went where she.
16
October
These clients were a married couple with two adult children and three minor children, and also owned a business. They had an existing plan, but wanted to update it as.
15
October
These clients were a married couple with three adult children. Their goals included providing for their children, donating to charity, and avoiding probate. We created a trust plan for them,.
11
October
These clients were a married couple with adult children. They also owned a business. Their goals were to provide for their children, and to avoid probate. We created a will.
9
October
These clients were a married couple with one minor child. They had planned an upcoming vacation, and wanted to make sure their child would be taken care of if anything.
8
October
These clients were a married couple with one minor child. Their goals were to avoid probate and provide for their child. We created a trust plan for them, which included:.
7
October
These clients were a married couple in their sixties, with four adult children. Their goals included leaving their estate to the people they wanted to leave gifts to, ensuring their.
4
October
This client was a man who was in the process of getting divorced, who did not have any children. His goals included leaving gifts to his family, and donating to.