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Everything You Need to Know About Estate Planning

Learn what techniques are available to help protect your assets and your beneficiaries. Plus, we'll walk you through minimizing or possibly eliminating estate taxes, meeting your charitable goals, and transferring your wealth efficiently to the next generation.

How do you go about putting together and maintaining an estate plan? We'll show you how to find out if you'll need a will or a revocable living trust, how a revocable living trust works to avoid probate, how to know if your estate plan will work when it's needed, and when your estate plan should be updated.

Please watch this 2-minute video on Estate Planning.

Prevent conflict between family when you're gone. Please visit our office or our next workshop to fully understand everything you need to know about Estate Planning.

For more information on how we can help you with your estate planning questions please contact our office at (860) 399-8202 or