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Estate Planning & Advice

An estate plan goes well beyond a will – addressing the distribution of assets but also helping you and your family with the goal of reducing potential tax liabilities, fees and court costs in most cases.

We can help you create an investment plan for your estate planning needs and can refer you to a trust services expert to help transfer your assets to loved ones or charitable organizations.

Building Your Estate Plan

Step 1 Assess your assets

Step 2 Define and prioritize goals

Step 3 Discuss estate planning strategies

Step 4 Identify fiduciaries

Step 5 Formalize and implement your plan

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