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It is important to plan during your lifetime for the future of your estate including your business when you are no longer here. Estate planning is the process of creating a plan for how a person’s assets will be distributed at the end of his or her life. There are financial, tax business succession & family security issues at risk. Gold Gerstein Group has a network of resources and years of experience helping our clients build succession plans for their business and personal estate.

Things to consider in regard to estate planning:

Wills/Trusts

Business Succession Planning

Wills/Trusts

Wills/Trusts

Power of Attorney

Durable Financial Power of Attorney

Life Insurance

Life Insurance

Healthcare Directives

Healthcare Directives

Healthcare Directives

Estate & Inheritance Tax Issues

Sit Down with a Seasoned Tax Professional Today!