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Legal and Accounting Services

Estate Planning with Twist

In this world nothing can be said to be certain, except death and taxes – The Works of Benjamin Franklin, 1817.

Designing an estate or business plan with each client takes thoughtfulness, deliberate decision-making and knowledge.   We will help you through the planning process for today and the future. 

Whether you want to use Wills, Trusts, Special Needs Planning, Advanced Estate Planning, Charitable Planning, Asset Protection Planning, Retirement Planning, Business Planning and others, we are here to help.Our plans will focus on your desires and efficient tax planning.