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It is important to plan during your lifetime for the future of your family and your estate including your business when you are no longer here. Estate planning is the process of creating a plan for how a person’s assets will be distributed at the end of his or her life. There are financial, tax business succession & family security issues at risk. Gold Gerstein Group has a network of resources and years of experience helping our clients build succession plans for their business and personal estate.

Things to consider in regard to estate planning:

Wills/Trusts

Business Succession Planning

Wills/Trusts

Wills/Trusts

Power of Attorney

Durable Financial Power of Attorney

Life Insurance

Life Insurance

Healthcare Directives

Healthcare Directives

Healthcare Directives

Estate & Inheritance Tax Issues

Sit Down with a Seasoned Tax Professional Today!