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Estate Planning
Whether it is your estate or the estate of a loved one, it takes planning to reduce estate taxes, probate costs, and various administrative hurdles – and to increase the transfer of wealth to heirs or to charity. Because of complex laws and tax codes, estate planning can make a dramatic impact on your financial picture. We can help you consider all your options, which may include revocable living trusts, credit shelter trusts, wealth replacement trusts, and charitable remainder trusts, among others. We work in partnership with your current advisors, accountants or attorneys, or provide professional referrals. |
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