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Legacy Planning

Life is transient, but your values may live on by having a plan for the ultimate distribution of assets. We ensure that beneficiary designations are in place and are available to consult with your attorney to ensure that proper legal documents are prepared. To help you achieve the goals you set forth for the next generation, we also explore personal gifting and charitable gifting strategies, as well as the appropriateness of trusts. If federal and state estate taxes are an issue, we address strategies that may reduce or eliminate them.