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Estate planning is a dynamic process. It involves not only you and your spouse but your family, other individuals and, in some cases, charitable organizations which you designate.
It also involves your assets (bank accounts, investments, real estate and personal property) and the various forms of ownership and title that those assets may take.
Keep in mind that these decisions can have significant tax benefits and consequences for your beneficiaries and should be carefully coordinated.
Legacy Family Office LLC will provide:
-Estate Plan strategy review annually
-Advanced Estate Planning Structure and Review
-Trustee Selection, Oversight and Monitoring
-Trust Administration Oversight and Monitoring
-Cost Analysis and Negotiation of Trustee Fees
-Beneficiary Education and Mentoring
-Development of Objectives
-Multi-generational snapshot of existing strategies
-Action plan to implement changes
-Detailed flow charts to model current and recommended strategies
-Evaluate titling of real estate and personal property
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