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Estate Planning

Estate planning is one of the most important steps you can take to ensure that your final health care and property wishes are honored. It’s a way to make a smooth transition into the golden years.


An estate consists of all property owned by you, including bank accounts, stocks and securities, life insurance policies, real estate, and personal property.


Estate plans ensure property will be transferred quickly, with as few legal issues as possible.


Estate plans that are drafted properly, also avoid probate, which can be a long and expensive process. Proper planning can also minimize the amount of taxes that may have to be paid at the time of death.

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