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Helping you protect the people you care about the most by giving you the information and tools you need to plan for a better future
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[service_box color_type=”0″ link=”estate-plan” title=”Estate Plan” icon=”icon-home” link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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Every family is unique, and so all our plans are built around their individual needs.
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[service_box link=”wills” color_type=”0″ title=”Wills” icon=”icon-book-open” link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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A will is your backup plan.
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[service_box link=”living-trust” color_type=”0″ title=”Living Trust” icon=”icon-leaf” link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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Trusts are the foundation of your estate plan.
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[service_box link=”special-needs” color_type=”0″ title=”Special Needs” icon=”icon-bookmark” link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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Special needs children benefit greatly from additional planning.
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[service_box color_type=”0″ link=”retirement-trust” title=”Retirement Trust” icon=”icon-lock” link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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Recent legal changes put your retirement at risk.
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[service_box link=”asset-protection” color_type=”0″ title=”Asset Protection” icon=”icon-key-1″ link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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Give your children protection from creditors, lawsuits and divorces.
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[service_box link=”blended-family” color_type=”0″ title=”Blended Family” icon=”icon-users” link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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Complicated family relationships require knowledgeable planning.
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[service_box link=”health-care-directive” color_type=”0″ title=”Health Care Directive” icon=”icon-clipboard” link_text=”More info” different_values=”0″ bg_type=”pi-icon-box-icon-circle” hover=”1″ color=”base”]
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Chose who will make important medical and financial decisions when you are incapacitated.
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