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Wealth Distribution

Estate Planning

Give your family and loved ones peace of mind by preparing your legal documents to remove the stress of probate. If you don’t have an attorney or CPA, we can recommend the needed professional to make sure your affairs are in order. Have your Last Will and Testament and Living Will prepared by a qualified attorney. Examine your beneficiaries on your life insurance policies, investment accounts and trusts. We can work with you to distribute assets to charities if you wish to have your wealth distributed to organization along with family members.

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