Crafting a lasting legacy for your loved ones or a charitable cause requires the careful implementation of a well-considered estate plan. Without such a plan, the destiny of your estate might fall into the hands of government authorities, legal professionals, or individuals who may not prioritize your interests and wishes.
Establishing an estate plan is crucial to guaranteeing that your estate is managed in accordance with your desires. Collaborating with your estate planning attorney, we can aid in drafting essential documents and assessing your situation, ensuring that your estate supports the individuals and charitable organizations you hold dear.
*Our firm does not provide legal advice or services. Please consult your legal advisor or an estate planning attorney regarding your specific situation.
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Last updated: 21 December 2023
Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker Dealer. Lynn Smeraldo is a Registered Representative and Investment Advisor Representative of Innovation Partners, LLC. Check the background of this investment professional on FINRA’s BrokerCheck. This communication is strictly intended for individuals residing in the states of NC, AL, PA, FL, CA. No offers may be made or accepted from any resident outside the specific states referenced. Smeraldo Financial and Innovation Partners LLC are not affiliated entities.