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Estate Planning

Many people postpone the planning of their estates because they assume that estate planning is only for the affluent. Others may think that estate planning is similar to tax planning, which can always be done “later.” In some cases, estate planning may be put on the back burner because it is a reminder of one's own mortality. But, a properly structured estate plan is necessary if you wish to direct the distribution of your assets during your lifetime and after your death, as well as choose guardians for your minor children or plan future care for other dependents.

  • Irrevocable Life Insurance
  • Gifting Strategies
  • Titling of Assets
  • Asset Protection
  • Controlling the Distribution
  • Beneficiary Planning & Audit
  • Spousal Benefits
  • Avoiding Probate
  • Charitable Giving Strategies
  • Advisor Coordination

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