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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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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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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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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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