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Business Profile

Estate Planning and Management

Family Foundation Planning, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Estate Planning and Management.

About

This business has 2 alerts

About This Business

Family and business estate and trust planning services.

Business Details

BBB File Opened:
12/8/2011
Business Started:
6/30/2010
Business Started Locally:
6/30/2010
Date of New Ownership:
6/30/2010
Business Incorporated:
5/13/2010
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Atty. Sarah E. Laux, Owner

Additional Contact Information

Principal Contacts
Atty. Sarah E. Laux, Owner
Customer Contacts
Atty. Sarah E. Laux, Owner

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

  • Wisconsin OCI Orders $584,995 in Restitution and agent  is required to pay $632,000 in additional forfeitures

    On February, 11 ,2014 after an extensive investigation by the Wisconsin Commissioner of Insurance, Wisconsin insurance agent, Sarah E. Laux has been ordered to pay $584,995 in restitution, and has been ordered to pay a $32,000 forfeiture within 31 days and an additional $600,000 forfeiture in 60 days. Her insurance license has also been revoked.  The restitution and forfeitures were the result of a default judgment.

    According to the investigation Sarah E. Laux has been accused of misappropriating funds, making misrepresentations about insurance policies, and offering consumers benefits not included in the insurance policy as an inducement to sale. 

    The judgement is final. 

Additional Information

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