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Estates and Trusts

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they are carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. 

Estate and Trust Services 

  • Will, Trust & Estate Plan Review 
  • Estate Inheritance Tax Planning   

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.