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Isn’t estate planning only for the wealthy?

April 26, 2017estate planning isn’t wealthy

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Isn’t estate planning only for the wealthy?

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Absolutely not. In fact, in some cases, planning for the middle income client can result in a much higher percentage of tax savings than for the wealthy client, who can afford to shelter much of their estate in methods that are not appropriate for those considered not wealthy. Casale & Bonner, P.C. provides services to a wide cross section of clients at fees that are affordable.