Legacy Solutions |
|
|
Individuals/Families
"I recommend David Harris to anyone facing complex financial decisions. David was so helpful to me, my CPA, and attorney in planning for my family and charities when our closely-held stock was acquired. I like his whole philosophy of service." -- anonymous donor,
-- Ron Harbin, Advisor,
"We were able to make both a remainder trust and current gifts to our environmental interests, totaling nearly $1 million, and still get the cash we wanted from this business transaction." -- Warren Linney, CEO,
|
|||||||||
|
If you have any comments or questions about our site, please email Webmaster Kahl Consultants at legacywebmaster@kahl.net
|