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Wealth Distribution

Estate Planning

Remove the stress from your family and loved ones by having your Last Will and Testament, Living Will and other needed legal documents prepared by a qualified attorney. You should also confirm proper beneficiary designation on your investments and insurance policies which may require advice from a CPA or tax expert depending on your individual situation. While we do not provide legal or tax services, we can recommend the needed professional to make sure your affairs are in order. We can set up investment accounts and insurance policies with you and your tax expert if you wish to distribute assets to family members or charitable organizations.

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