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WEALTH TRANSFER, TRUSTS AND ESTATE PLANNING*

Only with a clear understanding of your lifetime and legacy objectives can you develop, implement, and monitor a comprehensive plan to meet these goals. PLANT YOUR FINANCIAL SEED knows that a well-designed estate and wealth transfer plan offers many benefits. I can help build a plan designed to provide for your family's future financial needs, minimize taxes, and help ensure your legacy.

PLANT YOUR FINANCIAL SEED has experience with building, assessing, and updating estate plans to meet your objectives. By using an array of trust and estate planning tools, I work closely with you to create a comprehensive wealth management strategy.

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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