An estate, gift, or trust plan is more than the creation of a document and the dispersing of your income or assets. An integrated Estate Plan considers your goals and values. It creates a tax-efficient deployment of your hard-earned assets during your lifetime and beyond.
By working collaboratively with a highly qualified Estate Planning Attorney, our goal is to ensure:
We believe good communication is important in any relationship. We email two letters every quarter filled with our market views, financial planning and tax tips, in addition to the monthly statements you will receive from National Financial Services. Finally, we encourage a minimum of annual meetings to check on your progress and make any necessary course corrections.
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