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During Phase 3, Family Office Services oversees the implementation of your plan and coordinates with your attorney, CPA and other licensed professionals to draft and execute the appropriate documents.

This critical central coordination ensures that all aspects of your plan are completed within required time frames and that each tool is integrated with the objectives specified in the plan. By using a centralized approach, all advisers are able to "work off the same page" efficiently and effectively.

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.