Sometimes there’s confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money.
Some of the things we do are:
- Use legal tools like wills, trusts, deeds and LLC’s to accomplish your goals and carry out your wishes.
- Coordinate your assets with your goals.
- Counsel and guide you in making the best decisions for your unique situation.
- Consult with your accountant and financial advisor to make it all fit together.
- Understand how financial tools such as life insurance, annuities or IRA‘s impact your legal wishes.
- Help maximize Medicaid or VA benefits for long-term care.
If you’d like to know more, our Wills & Trusts: How to Get Started workshop is a great first step. If you already know that we’re a good fit and you want to get started with your planning right away, just give us a call at 217-726-9200 to set up your Initial Meeting.