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Estate Planning

We work alongside your other trusted A-level advisors, including your CPA, estate attorney, and any other professional partners you think we need to engage. This teamwork ensures that coordinated decisions are being made on your behalf by all team members. In our view, we essentially create the virtual 'Family Office' for our clients by working with their other trusted professional partners.

Estate Planning 101:

Provide Recommendations

Who do you trust, and when do you want them to help you?

This is essentially the root of all estate planning. As we are not licensed law professionals, we work with your experts in this area to ensure that you have 'who you want', 'when you want', to make decisions for you, if cannot make those decisions for yourself, or your family.

DOWNLOAD: Is Your estate planning up to date? checklist

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