U.S. federal trademark · Serial No. 97764313 · Reg. No. 7371350
Accounting services; income tax preparation services; estate tax preparation services; tax planning, consultation and advisory services; estate tax planning services; forensic accounting services; asset tracing services for business purposes; and business succession planning services
Financial planning, consultation and advisory services; estate planning services; financial trust planning services; annuity planning services; financial retirement planning services; financial gift planning services; personal, family and business estate and wealth planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.