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Tax Returns

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Specialized in helping families, entrepreneurs and small businesses maximize their deductions and credits and provide tax planning.


Wills

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Deciding what will happen to your home, your financial assets and who will be the guardian for your minor children after you die can be a difficult process. However if you do not take the time to make these decisions now, a court may end up doing this for you.

Trusts

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Whether your goal is to avoid probate, save on estate taxes or care for a dependent with special needs a Trust may be right for you.  Contact me to learn more about:
  • Living Trusts
  • Life Insurance Trusts
  • Special Needs Trusts
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  • Home
  • About
  • Services
  • Contact
  • Tax Preparation
  • Estate Plan