Planning With Purpose
(38 Reviews)
Estate, tax, and trust planning are more than forms to fill out and documents to execute. They're the legal processes that ensure your future looks the way you want while providing the financial security and flexibility to meet your present needs.
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Highlights
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In Business Since 2012
Sentiment Analysis
Paul was quick to provide all the answers that I desperately needed to my legal matters!
Planning with Purpose, has made the uncomfortable issue of end of life decisions to be smooth and help provide for our future and our children and grandchildren's future.
They have made us feel so safe and secure with our decisions.
They are very thorough; for the first time in my life I’m not worried about who will be getting my estate.
We have been very happy in our dealings with Planning with Purpose.
They were pleasant and patient in walking us through the details of setting up a Revocable Living Trust to secure our future and that of our children & grandchildren.
And we highly recommend Planing With Purpose to anyone interested in estate planning.
They have me all set up with my living trust, all my ducks are in a row for my kiddos!
I lost my husband unexpectedly and Paul and his entire team made the legal process so much more simple than I ever could have hoped for.
Paul and company not only helped establish our estate, they continue to maintain a strong relationship with us to ensure that estate plan meets our needs.
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