Ensuring a meaningful legacy is a challenging task. At PRO Financial we can devise wealth transfer strategies to minimize tax implications and protect how you pass on financial assets and other property to family members.

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By allowing us to help coordinate your estate planning, we can:

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• Help you exert your influence on transferring your assets and values in the event of an illness or death.

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• Offer guidance in helping you think about how you might want to divide your assets between descendants or charities.

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• Plan to mitigate or prevent extra costs, such as estate taxes and/or probate costs.

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• Help you plan to preserve your legacy.

A comprehensive wealth strategy includes estate strategies.