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Estate Planning

We are more than investment professionals and comprehensive wealth managers. As your Personal CFO here are some of the things myself, and our team can do for you.

Estate Planning

Estate Planning

  • We can help you understand how to structure your will so your legal team can create a document that reflects how you want your estate disposed of and distributed
  • Creating Powers of Attorney (POA)
  • We’ll help you understand the importance of choosing an executor(s) for your estate, and what criteria you should consider when appointing someone to discharge this all-important role.
  • Designating beneficiaries
  • Minimizing estate taxes and probate fees
  • Estate protection
  • Distribute your legacy

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (630) 942-9005