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Estate Planning
Proper Estate Planning is another critical part of the overall process. Having up to date wills and proper trust and related documents is very important in making sure your affairs are handled in the manner you intended. We encourage our clients to work with the appropriate legal counsel in evaluating, analyzing and implementing their wishes, both during their lifetime and at death, for the distribution and administration of their estates and to minimize estate and gift tax consequences. 

We are familiar with a number estate and business attorneys that can properly guide you through this process.
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This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues. Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer and member FINRA & SIPC. 2801 Hwy 280 S, Birmingham, AL 35223; 800-288-3035
 


Check the background of this financial professional on FINRA's BrokerCheck.