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Estate Planning

The fundamental purpose of estate planning is to ensure that the assets you've accumulated during your life accomplish what you'd like after your death. We can review what you have and work with your attorney to assist you in the process of preparing the documents needed to carry out your wishes.

In the process of reaching other goals, you might accumulate enough assets to expose you to estate taxes. We can implement strategies to reduce these costs in a manner consistent with your objectives. We'll evaluate, recommend, and help implement wills, living trusts, life insurance and life insurance trusts, charitable organizations, and other strategies as they're needed.

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