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Transfer

Most of our clients have a strong desire to transfer their wealth to heirs and charities after they pass. For those clients, our wealth management plans incorporate strategies to create and preserve a legacy. We analyze probate costs, inheritance, estate and income taxes, review beneficiary designations and develop strategies to simplify the wealth transfer process. Jeff is the co-author of Guiding Those Left Behind, Second Edition, which provides information about probate, an executor’s duties and estate planning tools to consider addressing these issues. Contact us to receive a copy.

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