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4) Estate Planning

Planning for your future requires you to consider your legacy. What will you leave behind? How will you do it? Who will help you?

We can help. We’ll work with you in preparing cost-effective estate plans and strategies to ensure your wishes are met. We’ll help you review financial strategies aimed at preserving your estate.

Along with your legal counsel, we’ll provide assistance in the following areas:

  • Wills and Estate planning, 
  • Revocable or Irrevocable Trust planning, and
  • Powers of Attorney
  • Healthcare Proxies
  • HIPAA Authorizations