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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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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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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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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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