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The Family Estate & Legacy Client Organizer™The first step occurs before our first meeting and involves your completing our Client Organizer designed to elicit your goals, opportunities and concerns.The organizer will also allow us to identify which legal estate, wealth preservation and tax strategies may best suit you and your family. We will ask you to give us copies of your current estate planning documents so we can determine whether they fit your needs.   |
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The Family Estate & Legacy Solution, 9100 College Pointe
Court, Fort Myers, FL 33919 • tel: 239.334.1141 • fax: 239.334.3965
• email: info@familylegacysolution.com © Copyright 2008, All rights reserved. Family Legacy Media, LLC. Disclaimer: The information contained on this site shall
not be construed as legal advice, as the information is general in nature
and is not specific to any individual client or jurisdiction. No attorney/client
relationship shall be established in the use of this site.While every effort
is made to keep the information up to date, there is no warranty, expressed
or implied, that the information contained herein is current. One should
always consult with his or her own qualified estate planning attorney before
acting on any legal or tax matter. |
