Creative Planning Legal, P.A. - Similar companies

Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their fa ... mily and assets are fulfilled, as well as protecting their assets from probate, creditors, and estate and income taxes . Using a process that has been proven and honed for 20 years, each plan is tailored with a focus on the client’s specific circumstances, wishes for beneficiaries, charitable goals and business succession needs. read more