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Estate Planning

Estate Planning 

You’ve built your castle and it’s a beauty!

Estate Planning entails the efficient distribution of your assets to those individuals and institutions you love.  A proper plan controls which assets are distributed to whom, when and under what circumstances.  Which assets will be distributed under the terms of your Will? Which assets will be distributed by virtue of beneficiary designations?

Your holistic estate plan entails many components. We integrate your 401(k), IRA, investment portfolio, business insurance, life insurance, homes and other assets into a cohesive, efficient, tax-savvy plan.  Learn more.