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You have worked diligently to build an estate to pass along to heirs and benefit your preferred charities. As part of the gift, you would like beneficiaries to avoid facing large tax bills.

To accomplish this, you will need clear and concise goals for your estate, business succession and gift giving. Working together, we can help you create a plan that provides for your family and maintains your values and vision across future generations. Our estate planning team assists clients with preparing, developing, and executing plans to ensure their future financial security.

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Registered Representative, Securities offered through American Independent Securities Group, LLC, a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, American Independent Securities Group, LLC, a Registered Investment Advisor.