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Estate Preservation

At TFB, we understand that planning for the future is about more than securing assets for your lifetime – it’s also about leaving a legacy for the people and causes that matter most to you. That is why we incorporate estate planning strategies into each client’s overall financial plan.

We partner with your attorney to build a custom estate plan that is in line with your overall financial and legacy goals. We help ensure you have the necessary documents and protections in place to leave a lasting legacy while minimizing estate taxes.

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