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Estate Planning

We think it’s best to talk today about how you’d like your assets to flow after you pass. If you plan now for this eventuality, that means that you’ll be the one making all the important decisions, rather than your grieving family or, possibly the courts. 

Estate Planning is so much more than just drawing up a will. We will create a customized estate plan to include asset protection strategies to help provide a sense of security while maximizing your estate for your heirs. Estate taxes may significantly impact the wealth you have accumulated unless you employ appropriate planning. And estate tax laws are constantly changing, so we will work with your attorney and adjust your estate plan as necessary.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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