Tax & Estate Planning

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 An integral part of our service involves reviewing and/or developing complete estate plans for our clients. We want to ensure that your wishes are followed and that you have the proper care throughout life for foreseen and unforeseen events. We are a resource and a repository for all necessary documentation and information and offer the full spectrum of trustee and executor services. We have local attorneys and accountants but are also happy to work with your existing accountant or attorney. The charges for these services are established on a case-by-case basis and depend solely on the amount of work involved.