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Estate Planning

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.


Estate Planning Package

  • Explanation of estate planning documents - Trusts, Wills, Power of Attorney, Health Care Agent, Guardianship
  • General estate planning and gifting strategies
  • General estate tax planning and education of trusts and estates
  • Sources of estate liquidity planning
  • Partner with firms to draft estate planning documents for our clients.
  • Includes 1 deed transfer and notarization of documents


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