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Client Centered

ESTATE PLANNING – Creating inspirational traditions to be shared and carried on for generations to come.

  Answering questions like...

  • Does my old, basic will still do the job?
  • How many types of trusts are there?  Should we set one up?
  • Can I use my IRA to make charitable contributions to my church?
  • How do I handle a business, IRAs, life insurance and multiple heirs?
  • Will my estate shrink, just hold its own, or grow to be a tax problem?

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