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Trust & Estate Planning

This is a module in our Comprehensive Financial Planning Service.

Our Process

Estate or multigenerational planning involves the tax-efficient preservation and transfer of wealth; it also extends to intangible concepts such as family values and legacy wishes.  Estate planning is not simply reducing or eliminating taxes and avoiding probate.

Protect your privacy and your wishes using wills, trusts, advanced directives, and power of attorneys.  Protect your financial assets using Asset Protection Trust strategies.

We assist in not just building a great estate plan but go that extra mile to ensure that steps are taken to properly implement the ideas and periodically following up as circumstances change. Our role in your estate planning involves working with your attorney who would be responsible for drafting estate planning documents. We do not offer legal services.

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