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Trust and Estate Planning

Trust and Estate Planning

Leaving an estate to loved ones so that they will continue to benefit from a lifetime of hard work and saving is an important objective of many seniors. Thoughtful planning produces positive results at death or disability. Failing to plan can cause needless problems later for everyone involved. We evaluate your needs and wishes and help you implement a comprehensive estate plan that may include of one or more of the following:

A will or trust written with the help of an experienced professional helps you achieve your objectives. Powers of attorney for health care and financial matters also are key parts of any estate plan.