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Estate Planning

Estate Planning and Trustee Services

We help to ensure tax-efficient and effective preservation and distribution of your estate in accordance with your wishes. (Trustee and/or executor’s services on request.)

Here are the types of questions we can help you with:

  • What is the best way to distribute my estate?

  • How can I minimize income tax and probate fees?

  • Should I be setting up a trust now? In my will?

  • Do I need to keep my life insurance?

  • How can I provide for an heir who has little experience with money?

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