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ESTATE PLANNING

Without proper planning, estate taxes could consume a substantial portion of everything you own. Proper estate planning now can help you reduce the amount of taxes your estate will owe, as well as allow you to plan for how the assets you've accumulated over your lifetime will be distributed.

The most common estate planning tools include:

Wills: a legal declaration of how you wish your assets to be distributed when you die.

Trusts: transfer property to your beneficiaries with several tax and non-tax advantages.

Charitable gifts: enable you to distribute a portion of your assets to selected organizations, thus reducing the amount of taxes you owe.

Life insurance: to provide your family the cash they need to maintain their lifestyle and the liquidity needed to pay estate taxes and associated settlement costs.

Our Estate Planning Services can help provide you strategies to reduce taxes, transfer assets to heirs quickly and privately, and preserve what you have spent a lifetime building.