Are your estate documents in line with your wishes and intensions?
Do you have a regular review process for your estate plan to keep up with the tax changes and life changes?
Planning for the unforeseen future is a daunting task but especially important for how your wealth will be distributed to your loved ones. We can help you simplify the estate planning process and, along with your estate attorney, ensure your legal documents are in line with your wishes and your intents.
Speak with a financial advisor today.
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