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Estate & Trust Planning

Everyone should have a well-thought-out plan as to how to disburse one’s estate to ensure wishes are followed in providing financial security for loved ones while avoiding complications during difficult times of loss. For businesses, it can maintain a smooth succession of ownership.

Wear Howell can help navigate complex and dynamic tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

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Prepare for the future.

Services

  • Business Succession Planning
  • Asset Protection Planning
  • Tax Planning & Compliance
  • Review Estate Planning Agreements