Legacy Planning

Service Description

Living well is an accomplishment. Get organized for when you are gone by planning your inheritance for your family or charitable giving to a cause that is close to your heart. $450 for three 1-hour session

Contact Details

Cancellation Policy

We know your time is valuable, and ours is too. Out of respect for our staff and our other clients, we ask that you give us at least 24 hour notice if you need to cancel an appointment. The first time a client misses an appointment, we will make a note in your file. All future missed appointments will incur a fee.