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Estate Planning

            Common estate planning issues addressed with clients include: 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For more information on planning your estate, contact us today.

 

 

People spend a lifetime accumulating assets and building an estate with the intention of passing assets on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.

 

 

The transfer of wealth 

 

The minimization of federal and state taxation

 

Asset protection 

 

Charitable giving

 

Healthcare Documents 

 

Beneficiary Arrangements

 

Lifetime gifting plans

 

 

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IN,KY,MI,MO,NC,NM,OH,SC,TX,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network. Member FINRA, SIPC, a Registered Investment Advisor. Privacy Policy© Copyright 2011 - 2019.

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