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Estate Planning

Creating an estate plan is one of the most important things you can do for yourself and for your loved ones. An Estate Plan can help you meet financial and family goals that are important to you. Ensure a secure financial legacy & protect your family’s financial future with professional estate planning services. We offer the following:

  • Wealth and Estate Planning
  • Preparation of estate and gift tax returns
  • Reviewing wills
  • Planning for education and retirement needs
  • Setting up trusts, such as revocable and irrevocable trusts and special-needs trusts
  • Estate and Trust Account Management
  • Communication with family members or professionals, such as lawyers, bank officers, or financial advisers
  • Tracking financial activity