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Our Family ...
Estate Planning For Parents and Grandparents
Protecting Our Family:
What To Expect At Your Estate Plan Appointment
At your appointment, we will discuss:
Who you would like to appoint to handle your Financial and Health Care matters if you become unable to do so.
The actions needed to protect yourselves and your children and grandchildren.
How you would like your Assets distributed upon your death.
How to address your life insurance ownership, needs and use.
The actions needed to reduce Estate Taxes and to avoid Probate Court.
Special issues on your mind.
The protections needed to achieve this.
Download Estate Plan Appointment Booklet
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