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 As your Personal Family Lawyer®, we cherish our ongoing partnership and are deeply committed to enriching your expertise in advanced estate and tax planning, including crucial strategies for business succession and exit planning.


A monthly commitment to your empowerment

This e-newsletter is crafted specifically for discerning leaders like you—individuals who seek not just to anticipate the future but to actively shape it. Each month, we'll provide practical tips to help you manage your wealth effectively, navigate legal matters smoothly, and plan successfully for the future.


What you can expect each month from Advanced Legacies

Our commitment to you is mirrored in the quality and depth we bring to Advanced Legacies. In this e-newsletter, you’ll receive:

  • Strategic Mastery: Explore complex estate and tax planning topics that impact significant wealth management and succession planning.
  • Actionable Intelligence: Gain practical, applicable strategies that ensure your plans are both powerful and proactive, safeguarding your interests and those of your loved ones.
  • Regulatory Insights: Stay ahead with updates on the latest regulations and legal changes that could influence your strategic decisions and outcomes.


As your Personal Family Lawyer® and trusted advisor, we're here not only to guide but to ensure that every strategic decision adds value to your life and legacy.


Thank you for letting Advanced Legacies be your monthly guide for turning complex planning into achievable, empowering actions.