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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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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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