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Estate Planning

A well planned estate plan can protect your loved ones, maintain a family business, save taxes, avoid conflict between beneficiaries, take care of charitable interests and accomplish many other objectives. After careful and thoughtful discussion, we will guide and educate you on those elements that make up a comprehensive estate plan tailored for your personal situation including Wills, Powers of Attorney, domestic contracts, life insurance planning (PDF1), tax planning (PDF2), tax effective gifting both during and after your lifetime, the effective use of trusts and estate freezes and other techniques.

All too often, either through neglect or lack of awareness, estate planning is not completed leading to loss, conflict (PDF3) and family stress as your assets are transitioned to the next generation.

Let us guide and mentor you through these sensitive discussions. We will help you build a plan that meets your desired goals, preserves what you have left for your loved ones and eliminates conflict that all too often occurs at an already difficult emotional time.

Contact Transitions Wealth

Contact Transitions Wealth

For more information please contact us   705.888.2765