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Estate Planning


Estate and Trust Solutions
Protecting Your Legacy

It is never too soon to begin planning for the efficient transfer and distribution of your assets. Estate-tax laws are complex, in seemingly constant flux, and how you manage your assets today will have a direct impact on your heirs. We can:

  • Design trust strategies to protect your estate from unnecessary fees and taxes.
  • Provide ongoing care for elderly parents or special-needs children.
  • Develop a strategy to pass on your successful family business without burdening your heirs with potentially crippling tax liabilities.

 



©2017 Crescent Wealth Counsel. All rights reserved.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of:
AZ, CA, CO, FL, GA, MI, NJ, PA, TX, VA, VT, WA.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Crescent Wealth Counsel are not affiliated.
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