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Our Planning Process Business Owner Planning Estate Planning Investment Planning Retirement Planning Strategies
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Financial Planning


Reducing the burden of estate taxes.

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Estate taxes can claim up to one half of everything you own. Proper planning is a necessity. It is an important way to assure that you minimize estate settlement costs and maximize the size of the estate you preserve for your family. We provide advice on issues such as property ownership, distribution strategies and estate tax reduction techniques. We also identify and analyze potential liquidity and equalization issues. Some of the tax reduction strategies we regularly consider include multi-trust arrangements, revocable trusts, irrevocable trusts, various gifting strategies and charitable planning techniques. We can work with your legal and tax advisors to coordinate your estate planning strategy

Quiz — Can you benefit from Estate planning?

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