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Trusts and Wills

Apart from life insurance and annuities to protect your legacy, having a trust and will in place is key. 

You can set up your life insurance beneficiary to your trust so if you pass, you can control at what age the money is distributed to your children. 

You'll be able to avoid probate by designating how to distribute your assets upon your passing by creating a trust.

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, effectively manage your affairs during your lifetime while controlling the distribution of your wealth after your death.


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