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Providing a website featuring information and services in the fields of estate planning, tax planning, wealth strategies, and business succession planning as well as in the fields of developing, strengthening and sustaining well-balanced families and family relationships; a platform and model for advisors and clients to develop, strengthen and sustain well-balanced families and family relationships in the fields of estate planning, tax planning, wealth strategies, and business succession planning

Printed materials, namely, diagrams and brochures in the fields of developing, strengthening and sustaining well-balanced families and family relationships; Printed materials, namely, diagrams and brochures in the field of estate planning, tax planning, wealth strategies, and business succession planning

Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships; Counseling in the field of estate planning, tax planning, wealth strategies, and business succession planning