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Concierge Estate Planning

Concierge Estate Planning

In order to live peacefully in the present, it’s important to have a plan for the end. Drawing from years of experience and deep expertise, we can help you create that plan.

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Our Concierge level estate planning will take you past the basics of a simple will. We’ll work with you through the complexities of laying out a sophisticated plan for larger estates, which may include real estate holdings, business interests, retirement plan accounts, complex trusts or foreign assets.

Each client’s legacy is unique. Our gift is not only knowing the intricacies of law, but also providing true counsel to help you make important life decisions which will best reflect the legacy you’d like to leave for your family, friends and community.