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Estate Planning

An area often postponed or left unaddressed, estate planning is a critically important part of the client’s financial picture. At the initial meeting with a new client, we make sure that the different estate planning items have been set up and updated. These include a will, a healthcare surrogate, a durable power of attorney and possibly a trust. We coordinate with clients’ existing attorneys or recommend one of the tried and trusted ones that have helped other clients.

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