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Estate Services

Independent, legal professionals work hand-in-hand with daily, creating continuity within the estate plan so all involved are on the same page to best serve client goals and needs. We’ll work to build a unique and comprehensive estate plan, avoiding probate, qualifying clients to receive government-funded benefits, minimizing tax liabilities, and helping to ensure estates will be passed on to the intended beneficiaries. These professionals also specialize in drafting and implementing various legal documents designed to meet your specific needs or unique trust instruments designed to shield you from creditors and minimize taxes

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Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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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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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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