General Disclaimer
The information provided by this company, including on its website, in its publications, marketing materials, reports, communications, and through any of its representatives, is for general informational purposes only. This disclaimer is subject to change without notice. Please consult the appropriate licensed professional for advice specific to your situation.
♦ Not Legal Advice
Nothing provided by this company constitutes legal advice, and no attorney-client relationship is formed through your use of or reliance on any information provided. You should seek advice from a licensed attorney in the relevant jurisdiction before acting or declining to act based on anything we've shared.
♦ Not Tax Advice
Nothing provided by this company constitutes tax advice or should be read as a recommendation regarding your tax situation, planning, or obligations. Consult a qualified tax professional, such as a CPA or licensed tax advisor, before making decisions based on tax-related information provided.
♦ Not Investment or Financial Advice
Nothing provided by this company constitutes investment advice, trading advice, or a recommendation to buy, sell, or hold any security, financial product, or asset. We are not a SEC registered investment advisor, broker-dealer, or financial planner, or affiliated with an investment advisor.
♦ Data Confidentiality and Security
We work hard to keep your personal data safe, accurate, and confidential, using cloud-based data storage and ongoing system monitoring to help prevent security breaches; original legal documents are kept either at the client's law firm or in our bank's safe deposit box. We do not sell your data or grant access to unauthorized parties — third parties we work with receive only the specific data needed to perform their function and are required to keep it secure. That said, no online system is 100% secure, and while we take reasonable steps to protect your information, we cannot guarantee absolute safety and are not liable for security breaches or data losses arising from circumstances outside our reasonable control.