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Estate Planning

We begin with an examination of your current financial condition, objectives, and plans. We individually tailor each estate plan to meet the unique objectives of our clients. We work closely with your CPA and other financial advisors.

We can assist you with:

  • Wills
  • Trusts
  • Living Wills
  • Durable Power of Attorney for Healthcare
  • Estate Tax Issues
  • Insurance Matters
  • Structuring non-probate assets
  • Special needs trusts
  • Long Term Care
  • Elder Planning