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Estate Planning

They say you can't take it with you. But a proper estate plan will help ensure your wealth goes where you want it to. There's a lot to think about in developing an effective plan, especially when it comes to reducing the tax bite. We can help.

Creating an estate plan

Creating an estate plan

Passing on a legacy to your family and other cherished beneficiaries while avoiding unnecessary taxes and administrative delays takes good planning.

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Transferring your wealth

Transferring your wealth

You have several strategies and methods to help you pass your wealth along according to your wishes. Find out which ones will work best for you.

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Strategies to minimize taxes

Strategies to minimize taxes

They say death and taxes are inevitable. There are a number of ways to reduce the impact of the latter.

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Using trusts to protect assets

Using trusts to protect assets

From vacation property to business succession, trusts can play a major role in making sure everything goes smoothly after you’re gone… and before.

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Leaving a legacy

Leaving a legacy

Thinking of leaving something to a charity without setting up a foundation or non-profit organization? Here are some options.

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