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Legacy and Estate Planning

6. Legacy and Estate Planning

One aspect of financial planning that is all too often overlooked until it’s too late is legacy planning, which ensures that your wishes are upheld.  The last thing you want is to leave your family in a position of making important decisions during an emotionally fragile state.

I can help you devise a plan to reduce the stress and red tape associated with the loss of a loved one, and more importantly, keep the government from collecting valuable assets never intended for its possession.  By devising a legacy plan now, I can help you minimize potential estate taxes and maximize the funds left to your family.