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Estate Planning

$75/hr Starting at $75

Legacy Planning:

  • Generational Wealth Transfer
  • Trusts for Minor Children
  • Beneficiary Designations Review
  • Family Governance and Communication
  • Philanthropic Planning


Estate Planning:

  • Wills and Trusts Creation
  • Estate Tax Planning
  • Asset Protection Strategies
  • Charitable Giving Planning
  • Legacy Planning


Credit Repair Services:

  • Personal Credit Repair
  • Business Credit Repair
  • Dispute Resolution with Credit Bureaus
  • Credit Score Improvement Strategies
  • Credit Building Techniques


Investment Management:

  • Portfolio Analysis and Optimization
  • Asset Allocation Strategies
  • Investment Selection and Monitoring
  • Tax-Efficient Investing
  • Risk Management

About

$75/hr Ongoing

Download Resume

Legacy Planning:

  • Generational Wealth Transfer
  • Trusts for Minor Children
  • Beneficiary Designations Review
  • Family Governance and Communication
  • Philanthropic Planning


Estate Planning:

  • Wills and Trusts Creation
  • Estate Tax Planning
  • Asset Protection Strategies
  • Charitable Giving Planning
  • Legacy Planning


Credit Repair Services:

  • Personal Credit Repair
  • Business Credit Repair
  • Dispute Resolution with Credit Bureaus
  • Credit Score Improvement Strategies
  • Credit Building Techniques


Investment Management:

  • Portfolio Analysis and Optimization
  • Asset Allocation Strategies
  • Investment Selection and Monitoring
  • Tax-Efficient Investing
  • Risk Management

Skills & Expertise

AnalyticsBusiness AnalysisBusiness ConsultingBusiness DevelopmentBusiness PlanningBusiness Process ManagementBusiness StrategyBusiness TrainingBusiness ValuationContract ManagementEstate PlanningOperations ManagementPlanningTrusts

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