management and wealth planning services to make your dreams a reality. Our services include estate planning, retirement planning, tax planning, college savings planning, and more

Planning, Charitable Planning, Special Needs Planning, Business Law, Business Entity Formation, Business Succession Planning, Affidavits of Heirship, Small Estate Affidavits, Medicaid Planning, and in estate planning, elder law, wealth protection, business planning, veteran benefits, probate, estate administration,

small business owners with LLCs, trusts and wills, tax preparation and planning, estate planning, and retirement planning. We strive to provide extraordinary results team will work to maximize your wealth, minimize taxes, and protect your assets and loved ones. We know the

. We provide comprehensive wealth management services ranging from investment management to estate planning and tax advice. OurPolicy Committee leads investments that follow core and tactical principles. To further assist clients, , a YouTube channel of informational videos, and a weekly newsletter.If you would

& estate planning, wealth preservation, elder law, retirement planning, wills and probate administration, commercial litigation, and consumer and commercial real estate transactions. We specialize in estate planning and

partnership, family wealth transfer, financial planning, generational estate planning, investment management, investment planning, partnership consulting, risk management, wealth conservation, wealth management, and wealth preservation. Our

needs, goals, values and wealth, as well as strategies for risk management, estate planning, education planning and net worth planning. Our experienced team manages close to $300 million in client wealth, with custody services and

San Diego and specializes in wealth and investment planning, including asset allocation, investment management, retirement planning, tax planning, and estate planning.Our experienced team is dedicated to providing top-notch service and satisfaction

business entities Estate planning law; Preparation of wills and trusts, review and advice with respect to existing estate plans; Assistance and advice with respect to administration of trusts, and advice with respect to wealth preservation Nonprofit

, Trusts and Estate Planning law firm in Atlanta, GA. Our experienced attorneys offer bespoke Estate Planning and estate administration advice to transfer wealth to future generations while minimizing taxes, risk of loss and family

works with client families and their advisers by regularly evaluating their wealth management needs (estate planning, wealth transfer, specialized asset management

Wealth Management Retirement Planning Investment Advice 401(k), 403(b), Profit Sharing Traditional and Roth IRA Life and Key Man Insurance Finance Asset Protection and Estate Planning Asset Allocation Consulting Portfolio Review

in the inter-related fields of income tax and wealth management. As our client you will enjoy timely include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business Planning.

comprehensive wealth management and investment services are provided by an in-house team of financial planners, CPAs, estate planning attorneys, and. We offer a range of wealth management, investment management, retirement planning, trust and estate planning, tax planning, succession planning and more services. All of

investors. By holistically understanding their complex financial lives, wealth managers can develop tailored solutions that best accomplish investments, monitoring their overall portfolio, creating an estate plan, minimizing taxes, and more. By taking a holistic approach to

Protection, working with Blended Families, Probate and Estate Administration, Elder Law, Tax Planning, Small Business Law, Special Needs Trusts if you have complex assets and need to reduce your taxable estate and pass wealth on to the next generations

Administration Services, Corporate Services, Intellectual Property, Real Estate, and Litigation. Wealth Preservation & Administration Services include wills & trusts, probatelaw, family limited partnerships, succession planning, liability planning & asset protection, and tax planning. Our Corporate Services take care

service guarantee. We design personal, cutting edge wealth plans, provide financial resources and offer innovative financial solutions. The founder has extensive experience in estate planning, having worked for private law firms in Chicago and as an assistant state

areas include estate planning, such as the creation of revocable living trusts, wills, and powers of attorney, and business law attorneys at Odgers Law Group bring a wealth of knowledge and expertise to the table. We are committed

with all their legal document needs, such as estate planning, living trusts, wills, power of attorney, health carecivil litigation/small claim matters. We are licensed and registered in California (OC LDA #367 Ex. 1 Arizona (AZCLDP 81408). Our team brings a wealth of knowledge and experience to help you with your legal