Estate Planning

Estate Planning

Estate Planning

Our estate planning services provide clients with guidance and strategies to help them plan for the future and preserve their assets. We work closely with clients and their attorneys to develop customized estate planning strategies that align with their goals. From addressing taxes and ensuring proper asset distribution to providing for loved ones and charitable giving, we offer comprehensive estate planning services designed to help clients pursue financial security. With our estate planning service, clients can have confidence that their legacy and assets are being preserved for future generations.

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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rfreitas@freitaswmg.com  |  803-393-2441