Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management

Computer Software used in Estate Planning

LIFE INSURANCE AND ANNUITY UNDERWRITING SERVICES

Reference guide for survivors for use during the estate settlement process, namely, a binder primarily composed of a holding file and printed informational sheets all containing information related to the decedent's estate

INSURANCE, INVESTMENT, AND ESTATE/FINANCIAL PLANNING SERVICES

binder used as a reference guide and holding file to aid in organizing a person's estate and simplify the estate settlement process for survivors

Concrete pavers used in outdoor living spaces such as patios and sidewalks

Film production

Verbal designation for Peony clones hybridized by the Klehm family

wine

Wines

Providing on-line information in the field of charitable monetary giving through financial and estate planning

wood floor strips or planks; engineered wood floors

educational services, namely, providing self-study educational information in the academic field of law on the fundamentals of estate planning, business planning, probate law, and elder law for the purpose of academic study; educational services, namely providing online, nondownloadable articles and webinars in the fields of estate planning, business planning, probate law, and elder law

promoting and advertising virtual seminars of others; promoting and advertising global computer network links to professionals in the fields of estate planning, business planning, probate law, and elder law, through an online directory, being advertising and directory services, namely, promoting the services of others by providing a web page featuring links to the websites of others in the fields of estate planning, business planning, probate law, and elder law

Legal services

Legal services

Educational services, namely, conducting workshops in the fields of estate planning and distribution of training materials in connection therewith

Legal services

Legal services

FINANCIAL SERVICES IN THE NATURE OF INVESTMENT MANAGEMENT, NAMELY MANAGING CLIENT PORTFOLIOS

interactive software recorded on CD-ROM for use in the field of estate planning

Financial planning, namely, estate planning and estate trust planning; estate and estate trusts services, namely, estate planning and estate trust planning

Books in the field of estate planning, business succession planning and taxation

Pens

Coffee cups and mugs

Clothing, namely, t-shirts, sweat shirts, hats

Educational services, namely, providing classes, seminars, and workshops in the field of tax planning and estate planning; writing of articles for journals other than for advertising or publicity in the field of tax planning and estate planning

Providing online information in the field of estate planning for business owners

QUARTERLY PAMPHLETS RELATING TO ESTATE PLANNING, PREPARED FOR USE BY CUSTOMERS

PAMPHLETS RELATING TO ESTATE PLANNING WHICH ARE PUBLISHED MONTHLY

services dealing with insurance such as services rendered by agents or brokers engaged in insurance

Estate planning and administration services

Estate trust planning

Education services, namely, providing classes, seminars and workshops in the field of estate planning, trusts and wills

Attorney services

Legal services

Estate Planning

Legal services

Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of Estate Planning, Business Succession and Estate and Probate Litigation

ACCOUNTING AND FINANCIAL BOOKS, MAGAZINES AND PAMPHLETS

providing legal services in the field of estate planning

Educational services, namely, conducting workshops and seminars in the field offamily and estate planning and distribution of educational worksheets in connection therewith

Legal services

Legal services

Educational services, namely, providing incentives to professionals to demonstrate excellence in the field of estate planning, providing incentives to professionals to demonstrate excellence in the field of estate planning through the issuance of awards, and organizing and conducting programs in the field of estate planning to recognize, celebrate, and record the achievements of estate planners

educational services, namely, providing incentives to professionals to demonstrate excellence in the field of estate planning, providing incentives to professionals to demonstrate excellence in the field of estate planning through the issuance of awards, organizing and conducting programs, to recognize, celebrate and record the achievements of estate planners

Education services, namely, providing classes, seminars and workshops in the field of estate planning, trusts and wills

Assisting families in preserving family savings for future generations, namely, estate planning consultation for clients, attorneys and CPAs

Hats; Shirts; Wristbands as clothing