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The trust and estate planning you do today will be one of the most valuable gifts you can give to the people and organizations you care for most. This planning will give you confidence that your assets are protected and transitioned as intended. An effective estate plan can provide tax savings, maximize value to your beneficiaries, provide a seamless efficient transition of assets and create creditor protection.

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Insurance offered through Cetera (disclosure)

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Whole Life Insurance*Term Life Insurance*Variable Universal Life Insurance*Fixed Annuities*Variable Annuities*Indexed Annuities*Long Term Care Insurance