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Estate and Financial PlanningWe advise our clients, their accountants, heirs and legatees on the holding and transmission of their property by will, gift or trust, and on the planning and settlement of estates. We also administer the property of individuals and estates. Some of our services in this area include:
We also work closely with a group of money managers, stockbrokers and insurance brokers to provide a full range of financial services. |
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