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Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the guidance, direction, and information needed to develop an effective plan.

Have you ever considered the impact of losing key personnel from your business and how such a turn of events might affect your company?

Only you can provide the guidance, direction, and information your estate planning team needs to develop an effective plan.