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Legacy Planning

Client Centered

As you phase into retirement and begin to enjoy the fruits of your labor, do you have a desire to pass on generational wealth? You have worked hard through the beginning years, raising a family, advancing in your career and now have accumulated assets. Anna will help you discuss the possibility of estate erosion and together explore tax efficient and effective ways to maximize your legacy to your loved ones or charities.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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