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Wills and Estate Planning

The main reasons you should to plan your estate is to make sure your money and assets are inherited by the people you want to receive them. Another key reason is to make sure they attract as little tax as possible. It is an unpleasant task, but is one of the necessities of life.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

Here are Lindbeck Partners we can assist you in:

  • Setting objectives for your estate
  • Confirming assets - valuations, inventories, appraisals
  • Documentation involved in estate planning
  • Protecting the assets
  • Trust estate management including payment of taxes and debts as well as handling estate distributions

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