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Estate & Legacy Planning

We work with you and your attorney to design a plan that reflects your wishes.

A sound estate plan can help you accomplish the following:

  • Ensure that your wishes are honored when you are unable to manage your own affairs.
  • Communicate your wishes and expectations precisely to your survivors.
  • Facilitate the timely distribution of assets by managing probate proceedings.
  • Maximizing the net estate for the benefit of heirs by minimizing taxes and expenses.
  • Ensure that all beneficiaries are named in accordance with the most recent will or trust documents.
  • Leave a charitable legacy with a gift of assets or a trust.

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