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Estate Planning and Asset Transfer

Whether it’s providing income/assets for a spouse, children or grandchildren, proper estate planning can help ensure that your assets accumulated over your lifetime are transferred to those you love, consistent with your intentions.

Whether it is a will, trust, or another vehicle, a well-designed estate plan can effectively help reduce your family’s tax burden. By coordinating our efforts with estate planning lawyers (either yours or one of the few that John refers to) we will work closely with you and your family to accomplish what you have in mind. This process also includes reviewing existing wills and trusts.