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Planning > Estate

The transfer of wealth from one generation to another can be a very complicated and costly process.

If there is no planning for this transfer or if the planning is inadequate the cost in estate taxes can be enormous.

Our legal, financial, insurance, and tax teams can create estate plans that can save huge amounts of taxes.

We can help to create and fund trusts, reposition or re-title assets, make gifts or charitable contributions, use life insurance proceeds to pay estate taxes and many other techniques designed to ease the transfer tax burden.

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