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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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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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