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Planning for Lifetime Gifts and the Disposition of Assets at Death

Planning for Lifetime Gifts and the Disposition of Assets at Death is the essence of preparing an Estate Plan. This process includes reviewing your life insurance, ownership interests in asset, businesses, real estate, and beneficiary statements, and then preparing a will or a revocable trust with a will that either directs your desired outcome, or supports prior decisions made with regard to your assets. Please contact us at 703-865-7480 so we may be able to assist you with your estate planning needs.

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