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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.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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