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Estate Planning

You may think that you don’t need an estate plan, because either you are too young or have few assets, but the reality is that if you have any financial assets, such as real estate or retirement accounts, you need protect them in the event of your death.

We work with you and your estate planning attorney to help ensure you have a well-thought- out plan; one that addresses your goals and desires for passing on your wealth. We also provide multigenerational life planning for many of our clients' families.

Ford Financial Group and LPL Financial do not offer legal services.