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Estate Planning

Client Centered

It’s a universal truth that you don’t get to take money with you when you die. At Medaris Financial Management, we will help you determine your potential estate tax liability by projecting the growth of your estate through your life expectancy. Estate tax planning can be very complex. We strive to simplify the process and present it to you in an easily understood format. We complete the process by recommending independent attorneys to draft the necessary wills and trusts. Prospects and clients are encouraged to contact their own tax and legal advisors regarding their personal situation. Please keep in mind that neither Cambridge Investment Research nor its representatives may offer tax and/or legal advice.