Practice Areas

Estate Planning

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Preparing living wills, healthcare power of attorney, and financial power of attorney

Conserving wealth to protect those left behind along with creating wealth for your children
and grandchildren (Intergenerational Wealth)

Will and trust planning and preparation

Incorporating life, disability, and mortgage insurance as an estate planning tool

Creating and establishing a budget

Evaluating and compiling one’s assets and liabilities

Estate tax planning

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