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Estate Planning

Basic Estate Planning Package - $2,500

Topics we advise on:

  • Explanation of estate planning documents - Trusts, Wills, Power of Attorney
  • General estate planning and gifting strategies
  • General estate tax planning and education of trusts and estates
  • General trust planning and education
  • Sources of estate liquidity planning

We have partnered with firms to draft estate planning documents for our clients.

Book a call to learn more