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Estate planning is not just for the wealthy, or only for those concerned about estate taxes. Sadly, many Americans die without a will in place. It can be difficult to sit down and think about what will happen to your assets when you die, even though it is critical to ensure that your loved ones are taken care of and not left with a mess or potentially costly mistakes.
We help our clients work through decisions on how they want their estates to be handled and create a well-crafted estate plan.
Estate Planning services include: