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Estate Planning

Individuals have various reasons for planning an estate, such as preserving the family's wealth, providing for a surviving spouse and children, funding for your children's or grandchildren's education, or leaving a legacy behind. Assets will be preserved, managed, and distributed after death, to your chosen beneficiaries. This plan takes into account the management of an individual's properties and financial obligations in the unforeseen event that they become incapacitated. Having a comprehensive estate plan, not only protects your family and assets, but gives you a peace of mind.

Your Local Estate Plan Coordinator

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