Read Carefully

These Terms of Use (“Terms”) govern your access to and use of this website, including any pages, content, forms, and materials made available by Baron Whitmore Law (the “Firm,” “we,” “our,” or “us”) related to the Retirement Exposure Diagnostic™ and the Hidden Loophole Strategy™ educational briefing.

1) Educational Use Only

All content on this website is provided for general educational and informational purposes only. You should not act or refrain from acting based on any information on this website without seeking professional advice from a qualified attorney, tax professional, or advisor who is retained under a separate written engagement.

2) No Attorney–Client Relationship

Viewing this website, watching the briefing, submitting forms, sending emails, or scheduling a call does not create an attorney–client relationship between you and the Firm. An attorney–client relationship is only formed through (i) a signed written engagement agreement, and (ii) fulfillment of any required onboarding conditions.

3) No Professional Advice

Nothing on this website constitutes legal advice, tax advice, investment advice, or a recommendation of any kind. Any illustrations, examples, or “snapshot” outputs are directional and for educational context only. Actual results vary based on personal facts, future laws, elections, implementation details, and other variables.

4) Intake, Forms, and Third-Party Providers

This website may use third-party providers to collect information and facilitate scheduling (e.g., form processing and scheduling tools). By submitting information, you acknowledge that:

• Submissions may be processed and delivered through a third-party form service (e.g., Formspree).
• Scheduling links may be hosted by a third-party scheduling provider (e.g., Calendly).
• These providers may process your data under their own terms and privacy policies.

We use commercially reasonable efforts to use reputable providers; however, we are not responsible for the acts or omissions of third parties.

5) Accuracy of Information You Provide

You agree to provide accurate and complete information when submitting forms or communicating with us. We may rely on your information for routing decisions and preliminary fit review. Incomplete or inaccurate information may result in delay, incorrect routing, or inability to evaluate your request.

6) Confidentiality

We treat submissions as confidential operationally; however, until an attorney–client relationship is formed, communications may not be protected by attorney–client privilege. Do not submit sensitive confidential facts unless and until you have a signed engagement letter and are instructed to do so through secure channels.

7) Intellectual Property

This website and its contents, including text, branding, design, graphics, videos, logos, and strategy names (including Retirement Exposure Diagnostic™, Hidden Loophole Strategy™, and related materials) are owned by the Firm or licensed to the Firm and are protected by intellectual property laws. You may not copy, reproduce, modify, distribute, publish, or create derivative works without prior written permission.

8) Prohibited Uses

You agree not to:

• Use the website for unlawful purposes or to violate any applicable laws
• Attempt to gain unauthorized access to any systems, forms, or data
• Interfere with the operation or security of the website
• Use automated scraping, bots, or crawling that materially burdens the website
• Misrepresent your identity or provide fraudulent information

9) No Guarantees / Results Vary

The Firm makes no promises or guarantees regarding outcomes. Any references to tax savings, legacy protection, or strategy performance are general descriptions and are not assurances. Outcomes depend on facts, laws, implementation choices, and third-party actions.

10) Limitation of Liability

To the maximum extent permitted by law, the Firm disclaims all liability for any damages arising out of or related to your use of this website, including direct, indirect, incidental, consequential, special, or punitive damages, whether based on contract, tort, negligence, strict liability, or otherwise, even if advised of the possibility of such damages.

11) No Warranties

This website is provided “as is” and “as available” without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, non-infringement, or availability. We do not warrant the website will be uninterrupted, error-free, or free of harmful components.

12) Governing Law & Venue

These Terms are governed by the laws of the applicable jurisdiction where the Firm is organized and/or primarily operates, without regard to conflicts of law principles. Any disputes shall be brought in a court of competent jurisdiction in that venue.

Note: If you want this section to be specific (recommended), tell me the intended governing law/venue (e.g., District of Columbia, California, etc.) and I’ll lock it in precisely.

13) Changes to These Terms

We may update these Terms periodically. Your continued use of the website after any changes constitutes acceptance of the updated Terms.

14) Contact

If you have questions about these Terms, contact us:

Email: info@baronwhitmore.com
Phone: 202.968.6707

By using this website, you acknowledge that you have read, understood, and agree to these Terms of Use.