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Estate and Trust Planning

Effective estate and trust planning can ensure security for loved ones. For businesses, it can maintain a smooth succession of ownership. McGill, Roselli, Ayala & Hoppmann, P.A.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer or gifting of assets to minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed.


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