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Estate Planning

Your legacy to your family is much more than your assets:  It's your personal values, memories, and experiences. 

Our team of financial planning professionals will align your estate plan with your financial or business plan, which includes beneficiary reviews, regular updates and assessments, and more.  Together we will address commonly overlooked items that create significant risks and complications for your loved ones.   

We'll consider:  

  • Medical Powers of Attorney
  • Durable Powers of Attorney
  • Living Will
  • Second Marriages
  • Blended Families
  • Nontraditional Families
  • Dementia
  • Special Needs Trusts
  • Creditor Protection

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Exit Strategies of the Rich and Famous

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