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Estate Planning

You've worked extremely hard to accumulate the assets and build the wealth that you have today. At Covello Financial, we believe it's imperative you take time for estate planning. We can help you arrange your financial affairs in a way that allows your assets to be passed from one generation to the next as quickly and as tax efficiently as possible. 

Most people assume the wealthy are the only people who have estate plans, but that's not the case. There are many ways to structure your estate tax efficiently so that the assets you spent so many hours working to purchase remain in your family without becoming a major tax burden to your heirs.   

Take the first step to preparing your estate by reaching out in the contact section below. An experienced member of our staff will contact you soon!

Estate Planning Review

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