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Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner.  By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you to:

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  • Maximize your estate and income planning opportunities

  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate free

  • Protect your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

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