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                           Estate Planning
Estate planning is for everyone, not just the wealthy, the aging, or the ill. Life is unpredictable and anyone can become disabled at any time. One of the most important steps you can take to protect yourself and your loved ones is to establish an estate plan. A well-designed estate plan provides for loved ones, including minor children or aging parents, provide for incapacity, avoid probate at death, reduce or eliminate estate taxes, and provide for charitable organizations.  In addition, an estate plan can pass down a legacy and non-tangible valuables you probably don't know can be passed down. 

 I meet with individuals and families to review their personal and financial situation, including their needs, concerns, hopes, and goals, and explain the options available to them based on their situation. This may include Wills and Trust plans and may include legal and medical powers, a plan to protect minor children or protect yourself as you age or become incapacitated. We thinking that planning is more than a set of legal documents, it is the right planning and the right guidance to bring you the peace of mind you need to keep enjoying the happy moments in your life and with your family.  Click here if you want a Free Session to Learn More.