Personal Information
Organization / Workplace
Grants Pass, Oregon United States
Industry
Legal
Website
www.LegacyPlanningLLC.com
About
Jim is an estate planning attorney at Legacy Estate Planning, LLC, serving Medford and Grants Pass. Jim recently retired from the Air Force Reserve as a Lieutenant Colonel, having served over 33 years as a Judge Advocate and Chaplain. He lives in the Rogue Valley with his best friend and wife of 37 years, Lanette. Jim enjoys hiking, backpacking, and traveling to the redwoods and ocean.
As a member of WealthCounsel, Jim completed an intensive 6-month training program in estate planning, and is continually updating his knowledge and skills through the Network’s formal programs. Jim uses his counseling and legal skills in the LegacyBuilder Three-Step Strategy Process to create uniqu..
Tags
estate planning
trusts
wills
living probate
conservatorship
See more
Presentations
(3)Personal Information
Organization / Workplace
Grants Pass, Oregon United States
Industry
Legal
Website
www.LegacyPlanningLLC.com
About
Jim is an estate planning attorney at Legacy Estate Planning, LLC, serving Medford and Grants Pass. Jim recently retired from the Air Force Reserve as a Lieutenant Colonel, having served over 33 years as a Judge Advocate and Chaplain. He lives in the Rogue Valley with his best friend and wife of 37 years, Lanette. Jim enjoys hiking, backpacking, and traveling to the redwoods and ocean.
As a member of WealthCounsel, Jim completed an intensive 6-month training program in estate planning, and is continually updating his knowledge and skills through the Network’s formal programs. Jim uses his counseling and legal skills in the LegacyBuilder Three-Step Strategy Process to create uniqu..
Tags
estate planning
trusts
wills
living probate
conservatorship
See more