Legal Disclaimers

Evergreen Way Planning LLC (“EWP”) provides basic planning services related to personal preparedness and long-term planning. The information and recommendations presented by EWP are based on the information provided by its clients and are designed for independent use or to guide conversations with local professionals. All templates and recommendations are for informational purposes only and should be reviewed by appropriate professionals before implementation

Limitations of Scope

■       EWP does not provide legal advice, tax advice, financial planning, or physical/digital security services.

■       Any mention of estate planning is for contextual or coordination purposes only, and does not substitute for engagement with qualified legal professionals.

Client Representations

■       Our reports rely on the accuracy and completeness of information provided by the client. EWP makes no independent verification of personal, financial, or legal disclosures and assumes no responsibility for omissions or misrepresentations.

External Changes

■       EWP’s recommendations are subject to change based on future shifts in geopolitical conditions, legal or regulatory frameworks, or technological developments. Clients are encouraged to revisit their plans at least quarterly, and obtain updates annually.

No Guarantees or Warranties

■       EWP makes no guarantees or warranties, express or implied, regarding the future performance of any recommendation or plan referenced in its reports. Planning inherently involves uncertainty and requires personal judgment and adaptation.