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Estate Planning

We will work closely with your attorney to help coordinate your estate

1 h
Introductory Meeting

Service Description

Regardless of age or financial status, we believe putting an estate plan in place is an important part of your overall financial picture. This is why we will work closely with your attorney to help coordinate your estate. Trusts Last Will & Testament Charitable Giving Plans Asset Transfer Strategies


Contact Details

daniella@stylehousemedia1.com


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Financial Management Services of America LLC does not give legal or tax advice.

Additional information about the firm and its representatives is also available on the SEC’s website at www.adviserinfo.sec.gov

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