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Leave a Lasting Legacy with an Estate Plan

Estate planning is not just for the wealthy. Without proper planning, estate taxes could consume a substantial portion of everything your own no matter how large or small…your home or other real estate, life insurance policies, retirement plans, the value of personal property, etc.

A solid estate plan will help protect and transfer your assets while minimizing your tax liabilities. At Centra Financial Group, we can help you develop a plan to help reduce taxes, transfer assets to your loved ones, and preserve what you have spent a lifetime building. We can then coordinate with your legal, tax and consulting advisors to establish a comprehensive estate plan that addresses your will, trust, probate issues, property titling and designation of beneficiaries.

Contact us at Centra Financial Group to guide you in providing the maximum benefit to your loved ones.