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Estate Planning

No matter your net worth, it’s important to have a basic estate plan in place.

Plan ahead, so that your property will go to the people you want, in the way you want, and when you want.

Estate planning involves planning for the people important to you and identifying your goals.  We tend to find our lives revolve around our spouse, children and our business. We help guide and navigate through an array of estate planning strategies that may benefit your family and help transfer your assets and businesses to your beneficiaries.  We do not offer tax planning; however we have the knowledge to work alongside your accountant and estate attorney to offer the necessary insurance products to transition a smooth transfer to your beneficiaries, in a most cost effective manor.  We can answer all your questions concerning wealth replacement strategies using all different types of trusts your attorney can set up.  We can help with annuity maximization and maximizing Ira and retirement plan assets to heirs.

Contact us for more information.

Contact us today to get a FREE Consultation!

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