97713440
Dec 12, 2022
Business planning; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services
Advertising and BusinessConsultancy of capital investment; Estate planning; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence through, estate planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment consultancy; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Venture capital advisory services
Insurance and FinancialLegal advisory services; Legal advisory services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal consultancy in the field of taxation; Legal consultation services; Legal consulting services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal information services; Legal information services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal services; Legal services relating to company formation and registration; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of business law, estate and trust law, and taxation law; Legal services, namely, providing customized legal information, counseling, advice, and litigation services in all areas of law to people and families of modest incomes; Providing information about legal services via a website
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