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We believe estate planning is essential, yet it is one of the most misunderstood and most neglected of all financial necessities. When no estate plan is in place, then state laws -- not your or your family -- dictate how your assets and property are divided.

Thanks to the relationships we have developed with investment advisors, attorneys, and other financial professionals, we are able to develop a long-term estate plan that meets the needs of every client. We also stay current on tax law changes that affect estate planning so that plans remain up-to-date.

Here’s what else we do for you:

  • Allocating assets to spouses, children, trusts, and charities
  • Periodic review of estate planning needs as your family situation and finances change
  • Gift tax strategies
  • Business succession planning
  • Trust administration
  • Tax planning and preparation including estate, gift, and fiduciary tax returns

Please contact us by using the form below:

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