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Estate Planning

Estate planning will give you more control over your assets during your life, provide care should you become disabled and allow transfer of your wealth – under your guidance – at the lowest possible cost.

We’ll work closely with you and your attorney to address common estate planning issues:

  • Transfer of wealth
  • Effective tax strategies
  • Asset protection
  • Charitable giving

With proper estate planning, you decide how, when and to whom your assets will be distributed, as well as who will manage your estate or business. We can help you plan for any number of special issues:

  • Providing for family and friends
  • Planning for children of a previous marriage
  • Passing on inheritances fairly
  • Retiring from you business

A major goal of estate planning is to minimize potential taxes without interfering with your other financial goals. We’ll help you understand the various taxes and their remedies – and protect your assets from excessive depletion.

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