“It takes a great deal of boldness, caution and good fortune to accumulate financial wealth and security; and when you have created such financial wealth and security, it requires much more boldness, caution and wisdom to protect and preserve it.”
-Ralph Waldo Emerson-
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Estate Planning and Taxes
- Estate Questionnaire
- Emergency Hotline
- Advantages of a Living Trust
- Understanding Living Trusts
- HIPAA
- Alternatives to Joint Tenancy
- The Use of Family Limited Partnerships in Estate Planning
- Asset Protection
Please also review Advantages of a Living Trust. In addition, we strongly recommend that you schedule a free consultation with our office to better understand the various choices and consequences in your estate plan. Call us at (520) 797-1400 at your convenience.