Estate Planning
Estate Planning
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Preserving Your Legacy with Forward-Thinking Estate Planning
Preserving Your Legacy with Forward-Thinking Estate Planning
Our estate planning services are designed to ensure that your legacy endures. Patrick provides the expertise to pass on your wealth according to your wishes, with foresight and compassion.
What We Provide
What We Provide
Thorough review of all beneficiary designations to ensure they align with clients' current wishes and ensuring assets are distributed as intended.
Brief evaluation of existing wills, trusts, and guardianship arrangements to ensure they are up-to-date and reflective of your current intentions and family dynamics.
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