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Estate and Trust Planning

We are qualified to help you with all stages of your estate, from the initial wealth building and wealth protection to the final filing of your federal estate tax return.

The most important stage is NOW when you should consult with someone regarding wealth building and protection of your future final estate. Although some minor reductions to estate tax can be accomplished post mortem, the majority of potential savings has to be done prior to a person's demise.

Regardless of the size of your final estate, if you currently own any real estate there are things you should be doing now to avoid probate and/or reduce estate taxes.

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