We understand that estate tax planning and wealth preservation are a major concern for our clients. Federal and state tax laws are in a constant state of fluctuation. Laws regarding estate and gift tax at both the federal and state level can be …
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I had never discussed estate planning with my CPA. But getting a wealth preservation plan in place was easier than I thought.Tom Essex
Estate planning was always something I wanted to do, but I just never got around to is. Thankfully, I was able to get a structure in place that will help me sleep at night.Brian Carpenter
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