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We work with you to ensure your affairs are in order, guaranteeing your legacy and ensuring your wealth is dispersed according to your wishes. We work with local estate attorneys for your convenience and peace of mind.

Our services include:

  • Establishing Trusts and Foundations
  • Asset Titling
  • Trust Funding
  • Estate Tax Optimization
  • Gifting Strategies and Charitable Donations
  • Limited Partnership Strategies

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