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Estate Planning

We view our role in assisting you with your estate planning as ensuring that your estate plan reflects your desires and intentions. Our primary goals include a holistic approach to estate planning in coordination with tax savings.

We can add significant value by working with our expert team, assisting in the process, providing comfort and helping guide you through this complex process.

We commonly interact and meet jointly with clients and private client attorneys so that your goals and objectives are accomplished.

Upon completion of the estate planning documents, we will work with you to make sure that the assets are properly titled and other items, such as beneficiary designations, are consistent with your wishes for the accounts that you custody through our firm.

Our firm is closely aligned with CPAs with tax and estate planning experience so we can uniquely assist you in comprehensively planning and coordinating your estate planning, along with other advisors.

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