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Practice Areas
Estate & Asset Protection Planning
Essential Planning (Estate Value up to $2 Million)
Integrated Planning (Estate Value from $2 Million to $20 Million)
Laureate Planning (Estate in Excess of $20 Million)
Estate Settlement
1. Introductory Visit & Gathering the Estate
2. Evaluation
3. Preliminary Review Visit
4. Understanding the Progression
5. Creating Trustee's Authority
6. Analyzing & Testing
7. Building the Plan
8. Presenting the Preliminary Plan
9. Implementation
10. Confirmation
Business Exit Planning
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