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Estate Planning for the 4th Generation

Planning Services

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Essential Planning 

guardians for minor children and probate avoidance

Who will care for your kids if you unexpectedly pass? Should you make an effort to avoid probate? 

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Tax Planning 

limit your estate and income tax exposure

Irrevocable trusts, planned giving, and the marital deduction can help larger estates avoid the 40% federal estate tax

Quality Time

Incapacity Planning 

who should have power to act on your behalf if you suddenly can't

Powers of attorney could spare your family the need to pursue guardianship or conservatorship proceedings.

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Gun Trusts

Avoid accidental possession and transfer violations

National Firearms Act laws regarding certain weapons require special planning

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Last Words Initiative

For those who want to give more than just assets

Your will presents a singular opportunity to speak with finality and weight

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Family Preparation

Estate plans don't have to be kept a secret

Families that communicate about wealth and wealth transfer experience healthier generational transitions

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Betty C. - Client

Estate Plan

"Signing my trust took a huge weight off of my shoulders. I'm pleased with the arrangements I've made for my kids and my grandkids, and I appreciate how much effort Curtis put into educating me about every part of the process."

GET IN TOUCH

5720 Osuna Rd. NE, Albuquerque, NM, 87109 

(505) 401-2366

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