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Estate planning

In addition to facilitating the transfer of asset to future generations according to your wishes, a sound estate plan can help you preserve wealth during your lifetime and minimize your future estate tax liability.  There are many tools and techniques that can help you achieve your goals, such as trusts and wills.  However, the complex nature of may estate planning strategies calls for a team of trusted advisors, including an attorney and tax professional, to help ensure your plans are consistent with your goals and objectives. 

Our firm recommends the Levin Law Firm*. They are experts in trust and estate planning for individuals, and businesses.  You can visit them at

*Kestra IS and Kestra AS are not affiliated with Levin Law Firm.

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