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Here are some considerations regarding estate planning: 

1.  Duties of the Personal Representative

2.  How to own my bank accounts

3.  Why a will is often not the best plan

4.  How is the estate taxed?

5.  How to administer collections

6.  Why have an updated will

I have created an Estate Planning Series that sets out income tax, financial and personal objectives. 


I offer a consultation over the telephone. I further offer a diagnostic interview in which we will meet in person and go over your documents.