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Estate Planning

Legacy & responsibility to family

We’re all about helping you make wise financial decisions. Whether managing your investment portfolio or other areas of your financial picture, bring your challenges to us.

How We Can Help You:

Ensure you have designated beneficiaries for all your assets.Do I need a trust, or is a Transfer on Death title good enough?Explore ways to avoid the time-consuming and costly probate process.Learn about strategies for minimizing taxes.Manage trust assets and assist with distributing assets within an estate.Work with you to preplan your wishes relating to family dynamics and personal medical care

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Demand Control

– What does an executor do? – What happens if I die without a will? – How do I avoid probate? – How does a Power of Attorney work? – What is an Advance Health Care Directive? – What is a revocable living trust? -If I have a living trust, do I still need a will?


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