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Estate Planning

With Tax Efficiency

Important issues in your estate plan:

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  • Estate Checklist

  • Tax effective investments

  • Personal Records Inventory

  • Health Wealth Binder

  • Executor Kit

  • Basic or extensive will questions

Basic estate planning includes an updated will, enduring power of attorney and living will. A powerful plan includes tax-effective strategies and efficiencies for the executor such as the important and encompassing Personal Records Inventory and an income and net worth spreadsheet. ​

Are you ready for your executor?

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