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Estate Planning

Losing a loved one is a very painful experience. And not having a plan in place can make matters even worse for your loved ones.  We work with you to make sure your wishes are carried out, your assets are protected and your loved ones are taken care of in a tax efficient manner. We work with you on every detail of your estate planning and can accommodate any special needs planning in your will or trust preparation. 

Valley Financial Group offers the following Estate Planning services:

  • Will and Trust preparation or review
  • Developing a plan that looks after your loved ones, protects your assets and implements your directives in a tax-efficient manner
  • Estate and gift giving tax planning
  • Affiliated with attorneys to create or enhance your will or trust
  • Special Needs planning
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