This is an opportunity to have your current Estate Plan reviewed and assessed based on your present goals and needs. Please contact us and we will coordinate the review of the documents and subsequent conversation to discuss any findings or opportunities. 

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Estate Planning - Basic Package Includes:

Trust and/or Will 

Durable Power of Attorney

Health Proxy/Directives

HIPAA Waivers

Personal/Services Memorandums

Other Ancillary Documents 

 

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