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Estate and Wealth Transfer Planning

We understand that securing your legacy and sharing your wealth are an important priority. Our services include:

  • Review wills, proxies and beneficiary designations
  • Annual gifting to
    • Provide income for your heirs
    • Leverage annual exclusion allowance
    • Pay for medical or education expenses
  • Business succession planning
  • Wealth transfer through trusts, annuities, life insurance
What We Offer
Investment Advice
Cash Flow & Debt Management
Tax Planning
Liability Management
Estate & Wealth Transfer Strategies
Philanthropy