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With John G. Ullman & Associates’ estate and legacy planning services, our team provides a range of offerings including tax optimization strategies and coordination in the setup of trusts to offer you peace of mind in protecting your wealth for future generations. We also specialize in wealth legacy planning including philanthropic goals that are above and beyond basic estate planning needs. We’re committed to supporting you in creating an estate plan that works for you and your beneficiaries at every stage.
Some of the Documents We’ll Review
“We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront.”
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