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Do I Need a Will or Trust?

, • POSTED ON: June 4, 2020

Regardless of income level or assets, everyone can benefit from having a trust or will. Having something in place, especially during this time of unpredictability and rapid change, brings peace of mind to you and your family. Having a trust or will in place eases the burden on your loved ones and ensures that your wishes are understood and met under any circumstances. You may not even know all the ways that a good estate plan can help you and your family. A good plan will also keep to a minimum the taxes and fees assessed during assets transfers.

We can help you design an estate plan that works for you. Please fill out the survey to see how critical estate planning is for you. Bring the completed survey to your initial meeting and receive $100 off of your planning fees!

Download and Complete the Survey

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