Legal Disclaimer

Disclaimer

prudentwealthstrategies.com is a marketing platform operated by Prudent Wealth Strategies, LLC. While Prudent Wealth Strategies LLC provides professional financial and tax services, the information on this website is for general informational purposes only and is not intended to serve as legal, financial, or tax advice specific to any individual or situation.

No Professional Advice

The content on this site, including articles, guides, and other resources, is intended to provide general insights into trust and estate planning options but should not be relied upon for making financial, legal, or tax decisions. For personalized advice tailored to your unique situation, we strongly recommend consulting with a licensed attorney or legal advisor.

Plan Recommendations and Terms

Any references to trust and estate planning options or potential outcomes are for illustrative purposes only and are not legal recommendations. Legal recommendations will be determined on a case-by-case basis by a legal professional and/or based on the data and answers you provide in the interview process of our software platform.

Use of the Website

By using prudentwealthstrategies.com, you acknowledge and agree that the content provided is offered “as is” without warranties of any kind, either express or implied. Prudent Wealth Strategies LLC does not warrant that the information on this site is always current, complete, or accurate, and assumes no responsibility for any errors or omissions.

No Client Relationship

Your use of this website, including filling out forms or contacting us, does not establish an attorney-client, accountant-client, or other professional relationship between you and Prudent Wealth Strategies LLC. Such a relationship will only be established through a formal written agreement.

Third-Party Links and Endorsements

Prudentwealthstrategies.com may include links to third-party websites for your convenience. Prudent Wealth Strategies LLC does not control, endorse, or assume responsibility for the content, products, or services of any linked sites. Use of these third-party sites is at your own risk.

Limitation of Liability

Prudent Wealth Strategies LLC, its affiliates, partners, and employees will not be liable for any direct, indirect, incidental, special, or consequential damages arising from the use of or inability to use the information provided on this site. This includes, but is not limited to, damages for loss of profits, business interruption, or loss of information.

Consultation Recommended

We encourage all visitors to seek independent professional advice before making any decisions based on the information presented on this site. Only a personalized consultation with a qualified tax professional can provide advice suitable to your individual needs.

Contact Us

For any questions about this disclaimer or our services, please contact us at [email protected]

©2025 Prudent Wealth Strategies LLC.

All Rights Reserved.

©2025 Prudent Wealth Strategies LLC. All Rights Reserved.