Welcome

There is a lot of info for us to share with you, but you really don’t need to book an appointment just to gain access to it.

Our most requested info:

Instructions for funding your completed Revocable Living Trust

IRA trust instructions

Getting started with your basic, core estate plan documents when you already know exactly what you want to do, but you want to work with a lawyer

When you need a trust versus just a will

Guest speakers

Invitation to live events - online and in-person for those who are comfortable doing so

What you need to know if you have a potential FINRA case

The documents you’ll need to pull together before speaking with us about a FINRA claim

In other words, we have a lot to share with you, so you can get more of your questions answered when you want them answered - even if that’s at 2 a.m.

We will be adding a TON of content over the next several months, so stay tuned.

If there’s something you’re hoping to see sooner rather than later, drop us a line and we’ll get you what you’re looking for.