ESTATE PLANNING AND WILLS
It’s never too early to consider your legacy. The surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through comprehensive planning. I can help you navigate the process of speaking with family members, preparing the proper documents and choosing the right vehicles to effectively manage your affairs.
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General Estate Planning
Estate planning provides you with greater control over the ways your wealth will provide for the loved ones, business associates or charitable organizations that mean the most to you. I can help you consider the appropriate vehicles – wills, trusts, insurance and more – to manage tax implications and distribution methods. Estate planning ensures your wishes are carried out.*
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*I do not offer tax or legal advice. If you require such services, I have referral services to consult the appropriate professional(s) before making any decision(s) that may affect your tax or legal situation.
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Family Conversations
As you make careful plans for how your wealth will pass to your heirs, it is important for everyone involved to clearly understand your wishes, as well as the process by which they will be carried out. I can help you make sure everyone knows where to turn.
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Charitable Giving
Through the various charitable organizations whose missions you hold dear, you have the capacity to make a difference. I can help you incorporate charitable giving into your wealth management plan, taking into account tax implications that allow your goodwill to do the most good. For more information, click below
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