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Estate Planning
Do not count on estate taxes going away anytime soon. More importantly, it is often overlooked that planning needs to be done to transition your family into a different lifestyle when one member passes on.
Inheritance Advice and Guidance
Consultation to take a breath and PLAN how to deal with that inheritance your loved one left you.
Asset Protection Planning
For those individuals with occupations and social arrangements which have potential to endanger personal wealth.
Second Marriage Assistance
How to equitably balance your assets among extended family.
Personal Financial Planning
Needed by everyone; ignored by many. Let's identify your goals, and map out a plan which propels your actions and assets toward those goals.
Investment Allocation Construction
In light of the radical recent blow to the economy, PLEASE NOTE:
we do not recommend any particular product, and we sell nothing
on commission. However! If you plan on going forward with your
investments, we suggest that you need a framework or talking points to
further discussions with your broker or asset manager.
Divorce Settlement Planning
Unfortunately, the pain of divorce can also carry some additional pain related to taxes. Let us work with your divorce attorney to ease this pain.
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