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Estate Planning Services

Estate Planning Services

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Our estate planning services can help ensure that your business or farm passes to your heirs in good financial health, while minimizing federal and state tax burdens. Estate planning is a structured process that includes–

  • Data accumulation to assure that all estate assets are represented
  • Goal-setting to determine your personal and business wishes
  • Analysis of options and recommendations based on your goals
  • Implementation to optimize preservation of assets and minimize tax liability
  • Monitoring and periodic review to assure that your plan is being properly implemented, and that it still fits your current situation