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The process of developing a plan for your loved ones in the event of your incapacity or death.  One or more of the following may be used to implement your wishes while minimizing expenses and taxes:

  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Life Insurance Trusts
  • Charitable Remainder Trusts
  • Powers of Attorney
  • Advance Health Care Directives
  • Estate Planning for Retirement Accounts