James Carstarphen Purnell V

Clients who need estate planning services are a diverse group. For some clients, minimizing gift and estate taxes is of paramount importance. Making things as easy as possible for their families to administer the plan, is of utmost importance to other clients. I am committed to understanding each clients' unique goal and tailoring a specific plan to ensure their needs are met and their investments protected. My goal is to customize a plan that will help you avoid conflict, provide for your heirs, and minimize taxes in a cost-effective manner. 

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