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A Better Partnership

Fundamental Estate Planning


Estate planning is an essential step in structuring and protecting your property, both during your life and after your death. Everyone who owns assets can benefit from the estate-planning process. It includes planning for the unexpected, such as an illness or disability, as well as preparing for the certainty of death and taxes. Whether dealing with bank accounts, insurance policies, retirement plans, other investments, real estate or any other types of property, you can always minimize risks, pursue opportunities and simplify transitions. Proper planning will protect you, your loved ones and your legacy.


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Photo of Daniel Borst
Daniel Borst
Photo of Sean Cook
Sean Cook
Photo of Gregory Demers
Gregory Demers
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Merica Dobry
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Carl Dufendach
Photo of Mark Harder
Mark Harder
Photo of Frank Henke
Frank Henke
Photo of Catherine Jacobs
Catherine Jacobs
Photo of Laura Jeltema
Laura Jeltema
Photo of Karen Kayes
Karen Kayes
Photo of Jay Kennedy
Jay Kennedy
Photo of David Klippert
David Klippert
Photo of Nina Lucido
Nina Lucido
Photo of Amy Marciniak
Amy Marciniak
Photo of John Martin
John Martin
Photo of Susan Meyers
Susan Meyers
Photo of Laura Morris
Laura Morris
Photo of Beth O'Laughlin
Beth O'Laughlin
Photo of Jeffrey Power
Jeffrey Power
Photo of Jennifer Remondino
Jennifer Remondino
Photo of David Skidmore
David Skidmore
Photo of James Steffel
James Steffel
Photo of Cindy Thielman
Cindy Thielman

Case Studies



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