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Estate Planning

Estate planning attempts to eliminate uncertainties and maximize the value of the estate by reducing taxes and other expenses. The process usually involves the wills, trusts, beneficiary designations, powers of appointment, property ownership, gift, and powers of attorney. Specific final arrangements, such as whether to be buried or cremated, are also often part of the documents. The more sophisticated estate plans may include deferring or decreasing estate taxes or winding up a business.

Sound fundamental Estate Planning is the foundation to any well designed financial plan.  Many business owners and high net worth individuals already have will, trusts, and other estate planning documents in place.  TailorMade Financial can review these documents to ensure they accurately and effectively reflect the client's goals.