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Initiating Estate Planning

Assuming responsibility for a disabled or dependent family member is a daunting undertaking. Finding financial solutions to support future care and welfare requires thoughtful discussions and contemplation of the implications to future generations.  We can help guide you through the steps necessary to craft a path forward.

When you work with us, we will help:

Understand the Requirements
Every family situation is unique and fully considering these dynamics is critical to success.

Define the Options
Some solutions are self-evident and others more subtle.

Identify and Incorporate Relevant Stakeholders
A solid plan includes contingencies and a multi-generational approach.