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Leave a Lasting Legacy with an Estate Plan

Is Estate Planning just for the wealthy?

 

No.  A comprehensive estate plan will address your Will, trusts, probate issues, property titling of assets and beneficiary designations.  When properly coordinated with your legal, tax and consulting advisers, the estate plan will help protect and transfer your wealth at maximum levels while minimizing tax liabilities.

Centra Advisers will help you understand how your assets will perform and be taxed during the Accumulation phase of your life, how it will perform and be taxed during the Distribution phase of your life and how it will perform and be taxed during the Preservation phase of your life.

Many financial mistakes are irreversible.  Our Advisers will help you and your beneficiaries avoid them. 

Learn from other people’s mistakes, it’s cheaper!