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Estate Planning

The families we serve value their lifestyles and know that they’re the result of hard work and dedication.

  • Help clients keep their estate plans current

  • Assist clients in maintaining control of their assets while minimizing probate and guardianship

  • Encourage the use of revocable living trusts with family members serving as trustees

  • Periodic review and updating of beneficiary designations

  • Assist attorneys in preparing legal documents for clients