Family Wealth Planning Session™
We focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. If we end up creating a comprehensive estate plan for you, the session fee is applied to your legal fees. In some circumstances, we will waive the planning session fee, such as if you previously attended one of our education webinars or classes.
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