Estate Planning

Clients of every age need to consider estate planning strategies beyond preparing personal wills. Estate planning includes ensuring we have in place Enduring Powers of Attorney, Personal Directives, current Wills, and other trust arrangements.

This discussion will also look at the ownership on joint properties, beneficiary designations on group benefits and life insurance, and addressing the needs of special needs children or dependent adults.


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Please contact us with any questions about our consulting services.