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We work with out client’s financial planner, CPA, realtor & insurance broker to implement a well-rounded and thorough legal plan for wealth preservation & inheritance transfer.

We carefully look at each factor that affects the execution of an estate plan – from the perspective of minimizing and eliminating reassessment of property taxes to avoiding post-death conflicts.

We believe that an estate plan should leave behind not only property, but most importantly – harmony, rather than tear families apart with poorly drafted or ambiguous and confusing term