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Trust Planning

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You have taken care of your retirement planning and are now looking to the best way to pass all that hard earned money onto your family or to charity.  We all know the government wants to get their share your job is to ensure that that share is the lowest amount legally possible.  We will work with you to find the best options to limit the bite of taxes as you decide the best way to share your estate with those you care about.  This includes creating trusts, charitable donations, and many other vehicles for sharing your estate.