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 Estate Planning
- Define estate wishes
- Develop strategies to equalize amongst heirs
- Review Will to ensure estate wishes are met
- Review and/or establish Power of Attorney
- Chair/mediate family estate planning meetings
- Quantify current and future estate settlement costs
- Develop strategies to minimize or off set estate costs and evaluate merit of:
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Trusts – while living or testamentary upon death
Gifting during lifetime (feasibility & benefits)
Life insurance
Intergenerational Wealth Transfer and preservation
Charitable giving |
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