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Estate Planning

Our Advantage

Estate planning is an important piece of the financial planning process. Navigating various laws and paperwork can be overwhelming, making a knowledgeable partner like our team so valuable. We work with clients of all income levels and devise a process that addresses key goals surrounding estate planning and wills.

Intentional review of investments, retirement savings and life insurance policies enable thoughtful planning. Our Principal, Laura K. Schilling, is a licensed attorney in Florida and Georgia offering legal services to clients on this topic. Learn more by exploring our Estate Innovations website.  

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