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Estate Planning Analysis

Estate planning is designed to assist you with transferring your assets to the next generation in an efficient manner and according to your wishes.

A Woman Writing at Home

We Help You To:

Explore the differences between wills, trusts, and beneficiary designations

Review options to reduce taxes owed by your estate and heirs

Protect your assets

Minimize probate costs

Plan for charitable giving

Maintain privacy

Update your estate plan when needed

Enjoy life now knowing that you and your loved ones are taken care of

Experienced, Trustworthy, Professional

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Financial Planning, Investment Management, Insurance Strategies, Legacy Planning
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Contact
413-507-3600
601 N Main St,
East Longmeadow, MA 01028
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CRS   |   Privacy Policy

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Commonwealth Financial Network or Kemple Financial does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 
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