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Estate Planning Is Not Just for the Wealthy…it’s for Everyone

Planning for your family’s financial future is not just for the one percent; it’s important for everyone. The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late. There are many reasons why this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.

Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up -- not you or your family.

We Are Here to Help You

If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. 

Here’s what else we do for you:

  • Assist in allocating assets to spouses, children, trusts, and charities
  • Periodic review of estate planning needs as your family situation and finances change
  • Gift tax strategies
  • Consideration of children with special needs or special allocations for blended families
  • Development of trust arrangements to provide for possible disability or extended illness
  • Tax planning and preparation including estate, gift, and fiduciary tax returns

Contact us today to discuss your needs.

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