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Estate & Trust Planning

///Estate & Trust Planning
Estate & Trust Planning 2017-05-18T20:57:36+00:00

Estate & Trust Planning

You need good advice to protect your wealth and preserve it for the next generation.  We understand the importance of developing the proper strategy to allocate your resources with the fewest tax implications.  We fully understand the role of legal and investment planning when it comes to your wealth.

We will work closely with you to craft a plan around your business and future goals. Our estate planning will reduce taxes due during the transfer of your business and provides general security.

Craig Huisman

Let’s Chat!


Craig Huisman

Partner

608.664.1040
craig.huisman@cpakma.com