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ESTATE PLANNING AND ADMINISTRATION Estate planning services provide counsel in the management of assets for the benefit of clients, their families and beneficiaries with appropriate tax planning to meet personal goals. Simple and complex wills, revocable and irrevocable trusts, gifting programs, and comprehensive estate plans are carefully designed and tailored to the specific needs of clients. Durable powers of attorney provideprotection for clients and their assets during periods of disability and incompetency. Estate administration assists individuals and families in times of need with the orderly and efficient management and distribution of estates.
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Phone: 717.234.2401 |
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