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Estate Planning

Understanding the transfer of wealth process can be overwhelming. We will help simply this complex. We utilize our knowledge and resources to help guide you through this process. Holding the designation of Certified Financial Planner TM shows that we are committed to integrating estate planning into your financial plan. We can work with your attorney, or refer you to one if you need any assistance in document preparation or structure. Some of our services in this area include:

  • Working to reduce estate taxes for our clients
  • Helping to protect assets from creditors and probate
  • Aligning beneficiaries among accounts
  • Fulfilling charitable wishes
  • How to carry on wealth to your children or the next generation

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