Trademark Overview
On Monday, December 12, 2022, a trademark application was filed for BLUEPRINT FOR WEALTH with the United States Patent and Trademark Office. The USPTO has given the BLUEPRINT FOR WEALTH trademark a serial number of 97713440. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Sunday, February 9, 2025. The BLUEPRINT FOR WEALTH trademark is filed in the Personal, Legal & Social Services, Insurance & Financial Services, Advertising, and Business and Retail Services categories with the following description:
Consultancy of capital investment; Estate planning; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence through estate planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment consultancy; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Venture capital advisory services
Business planning; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services
Legal advisory services; Legal advisory services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal consultancy in the field of taxation; Legal consultation services; Legal consulting services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal information services; Legal information services in the field of business planning, estate planning, fiduciary services, tax planning, financial planning, and investment counseling; Legal services; Legal services relating to company formation and registration; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of business law, estate and trust law, and taxation law; Legal services, namely, providing customized legal information, counseling, advice, and litigation services in all areas of law to ...
