Education

After a loved one’s death

After a loved one’s death

Understanding and handling their affairs The death of a friend or relative - even when expected - can be devastating for their loved ones. It can take time to mourn and heal from the loss. This can make it extremely difficult to manage your friend or relative’s...

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An estate plan you can trust

An estate plan you can trust

The benefits of revocable living trusts   Clients that call our office often ask about setting up a document that will provide guidance for how their assets, end-of-life decisions, and agent appointments should be handled. To achieve this, they often ask about...

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We counsel families and business owners with all of their estate, tax, and charitable planning needs. Contact us today to schedule your consultation.