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I prepare clients with a
strategic plan for the future. My services include
the preparation of: living trusts, pre-marital
agreements, advanced healthcare directives, wills,
charitable giving, gift tax planning, and life
insurance trusts, to name a few. I help alleviate
the stress related to dividing assets and encourage
clients to establish terms for continuing business
operations, in case they ever become incapacitated.
I urge clients to document their desires for
future healthcare decisions and to identify a trusted
individual to ensure the proper care of minors or
dependent children. |
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