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Estate Planning Team

GIVING YOU PEACE OF MIND

Making decisions on your estate can be very confusing at times, and can quite possibly be some of the toughest decisions you have to make in regards to your financial life. At Planning You Can Trust, our estate planning team can show you, your spouse and your beneficiaries how to protect your wealth, and how to create an estate plan that aligns with your wishes for yourself and your family. 

This can include:

  • Evaluation of current estate plan
  • Revocable Living Trusts
  • Specialized trust to meet specific needs
  • Asset titling
  • Gifting strategies
  • Trust administration


Provide for your family, plan for incapacity, and help reduce expenses and taxes 

with Planning You Can Trust.

Who will help protect your money and educate you on all of your estate planning options, while asking the questions you may not know to ask?

Your estate plan is so much more than a stack of legal documents – it is the bridge between you and future generations. Done right, not only does it avoid the probate process and reduce/eliminate taxes, but it gives you the peace of mind that you are leaving your affairs in order.

Contact us for a complimentary proactive financial review.

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