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Estate & Tax Planning

Estate planning is an important part of your legacy and making sure that your wishes come true. If your goal is to leave money to your family or a charity, we can help you plan for that. Do you need help finding the right place to create a Will or a Trust, we can help you with that too.

Tax planning, the obligation almost everyone complains about. We don’t mind taxes though, in fact the strategies we can come up with to help you understand your tax capacity and its impacts on your financial plan can be fun.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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The Other Sure Thing

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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