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Estate Planning with Trusts

Practice Area: Estate planning

Outcome: Peace of Mind

Description: Completed over 2,500 Estate Plans including the use of Revocable and/or Irrevocable Trusts. This work often included the use of Credit Shelter or AB Trusts as well as Special Needs Trusts. Additionally, we completed Powers of Attorney, Wills and Health Care documents to secure the protection clients need.

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