Ensure that you are making the very best legal and financial decisions for your family
There is a big difference in quality among professionals; and it’s important that you get connected to the right advisor who is going to best serve your family.
Contact us when you experience any of the following:
MLG Clients: Contact us before making important financial or legal decisions for your family. We’ll connect you to the resources you need to make the best decisions. Depending on your need, you may also be entitled to a complimentary Financial Review and Audit meeting. And by joining one of our VIP Membership Programs you can have a personal “legal concierge” relationship with your own Personal Family Lawyer without worrying about it breaking the bank. Contact Us to discuss the next best step to get you the guidance you need.
Not Yet an MLG Client? We know you want affordable access to your own trusted lawyer to turn to for guidance and advice. That is what we offer our Family Wealth VIP Membership clients and, to a degree, to our entire client family. Depending on your needs, we typically begin with a Family Wealth Planning Session to determine if it’s a fit for us to work together. Request a Family Wealth Planning Session or fill out the contact form to give us more information
Planning to retire
When you are about to open a new investment account, and you have questions
Rollover of a retirement account
Before you open a retirement account or 401(k)
Thinking about purchasing life insurance
Want to have your life insurance policies reviewed
Want to have your annuity contracts reviewed
Planning for your children’s college fund
Before you get married
Purchasing a home or sale of a home
Thinking of refinancing your home
Thinking of doing a reverse mortgage
Thinking of doing a loan modification
When your financial advisor is opening accounts or has questions
If a loved one is diagnosed with Alzheimer’s or dementia
Want to learn about long term care options for yourself or your parents
Questions regarding elder abuse
When you are leaving your old job
When you start a new job
If you (or a loved one) is in a car accident
If you want to make gifts of money to your children or grandchildren
If you want to loan money to your children or grandchildren
Plan to start a business
Want to make gifts to charity
Forming a business
A child or grandchild is born or adopted
A child or grandchild is born with or develops special needs
A child or grandchild is leaving for college
If you just received an inheritance that you want to protect
Leasing office space for your business
Your neighbor is getting a divorce, or just got a DUI… and needs an attorney
Need a tax accountant or CPA
Your parent or grandparent needs living care assistance
We can help.
Professional Planning Need or Request
**Disclaimer: Of course I am going to recommend other professionals who I think are great people and who I believe would do their best by you. Some I have known for many years and some I have even worked with myself. However, I can’t make any representations about whether they are really a fit for what you need or the quality of their work in a given circumstance. If they do great, please let me know; if it’s not so great, definitely let me know. But I’m not responsible and you’ll have to work it out between yourselves.
