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Estate Planning

The phrase “estate planning” is used by many professionals and can mean many different things. In our opinion an estate plan is a vehicle to provide for the easiest method of passing property from the deceased to his or her loved ones as quickly and inexpensively as possible after death. If an estate plan is done properly, it can reduce expenses, avoid as much taxation as possible, preserve family wealth, and provide assistance to the next generation in managing that wealth.

We do not draft estate planning documents. That is the job of your attorney or other estate planning professional; however, we are willing to cooperate with these professionals in revising documents and making any suggestions we feel are in your best interest.

Our professionals are experienced in the implementation of wills, revocable trusts, irrevocable trusts, charitable trusts, business operating entities, and preparation of federal estate tax returns. We are experienced in estate planning for farmers and ranchers.

For more information contact us at 1-800-899-7977 or click here to contact us via email.

Estate Planning

Trust and Estate Administration

Retirement Plans

Investments

Return to Wealth Building

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