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Estate Planning 

Estate planning is essentially family protection planning.  A plan designed to protect your loved ones by ensuring they receive what you intended in the event of your death.  It serves to protect you by laying out a plan in the event of your disability as well as death.   A well designed estate passes the most assets to whom you intended while paying the least amount of taxes, creditors and legal fees.  

Additionally a well crafted plan will be personalized to best serve your family and their needs.  It can be as simple as a will and healthcare directive or something more complex involving trusts and other asset protection tools.   

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happy family
Cheerful Seniors
Golf with Grandpa
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