ADVANCED
ESTATE PLANNING

Estate planning encompass a wide range of tools designed to protect the client's legacy.

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For example tax-deferred assets are best protected in a Stand-Alone Retirement Trust.  Certain life insurance products require the formation of an Irrevocable Life Insurance Trust.  To ensure continuity of proper care, a Special Needs Trust provides peace of mind to families with loved ones with limitations.

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Regardless of how complex or specific your family or financial circumstances are, we are well positioned to design estate planning strategies that address your particular needs.