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Estate

Manage your personal affairs while you are alive and create and preserve your family’s financial legacy.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they are carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

  • Family Legacy Creation & Preservation
  • Estate Planning
  • Estate Tax Planning
  • Charitable Giving