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WILLS & ESTATE PLANNING


   ESTATE PLANNING MADE SIMPLE
  With decades of experience demystifying a
  complex process, we turn clients’ explicit
  wishes into binding legal documents.

 Wills & Estate Planning  Probate & Administration
Tax Planning  Business Succession  Charitable Gifts
WILLS & ESTATE PLANNING


       COMPETENCY AND CARING
  Friendly, compassionate service and
  patient, thorough explanations make people
  of all backgrounds and professions
  comfortable.
 Wills & Estate Planning  Probate & Administration
Tax Planning  Business Succession  Charitable Gifts
WILLS & ESTATE PLANNING


       GUIDANCE, NOT CONTROL
 We sensitively explore each client’s situation
 and empower them to make the best
 choices for themselves and their families.

 Wills & Estate Planning  Probate & Administration
Tax Planning  Business Succession  Charitable Gifts
WILLS & ESTATE PLANNING


CUSTOM-FIT, NOT FILL-IN-THE-BLANK
  Our customized estate plans result in
  clear, enforceable documents , eliminating
  hassles and complications now and in the
  future.
 Wills & Estate Planning  Probate & Administration
Tax Planning  Business Succession  Charitable Gifts

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M&d slideshare estates 01 11-12

  • 1.
  • 2. WILLS & ESTATE PLANNING ESTATE PLANNING MADE SIMPLE With decades of experience demystifying a complex process, we turn clients’ explicit wishes into binding legal documents. Wills & Estate Planning  Probate & Administration Tax Planning  Business Succession  Charitable Gifts
  • 3. WILLS & ESTATE PLANNING COMPETENCY AND CARING Friendly, compassionate service and patient, thorough explanations make people of all backgrounds and professions comfortable. Wills & Estate Planning  Probate & Administration Tax Planning  Business Succession  Charitable Gifts
  • 4. WILLS & ESTATE PLANNING GUIDANCE, NOT CONTROL We sensitively explore each client’s situation and empower them to make the best choices for themselves and their families. Wills & Estate Planning  Probate & Administration Tax Planning  Business Succession  Charitable Gifts
  • 5. WILLS & ESTATE PLANNING CUSTOM-FIT, NOT FILL-IN-THE-BLANK Our customized estate plans result in clear, enforceable documents , eliminating hassles and complications now and in the future. Wills & Estate Planning  Probate & Administration Tax Planning  Business Succession  Charitable Gifts