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How can quality Estate Planning help
you?
No matter what the size of your estate is, it is
worthwhile to review your assets with a professional. Those
who have substantial net worth or stock and bond portfolios
usually benefit from the services of a financial planner.
The role of the
attorney in the estate planning process is two-fold:
Review how the assets are titled and
advise whether they should be held in trust, in
survivorship with one or more people, with a transfer on
death designation (or "payable on death"); or solely in
the person's name with no beneficiary.
A little planning can
save thousands of dollars, either in administrative costs or
in tax savings. I use a sliding scale for fees for estate
planning, making it affordable to plan for estates of all
sizes.
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