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If this is your first time coming into significant wealth you'll need a knowledgable financial advisor to help you with the many moving parts. Perhaps you were left investment accounts, retirement assets, insurance proceeds, real estate, fine art, or other assets. You do not want to try to figure things out on your own. If your predecessor had an estate plan things will need to be done one way, if not, things will need to be handled a completely different way. We do not bill you hourly like attorneys and accountants do, so let us help you figure out a plan of attack on our dime not yours.   


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