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From Estate Planning and Trust Administration to Business Law and Real Estate, we assess your individual situation and begin to tailor solutions to your unique planning goals. In the meeting, we assess the complexity of your situation, develop a customized plan, and outline the next actionable steps. Still want to know more about what you can expect? Learn more about our initial consultations and get to know founder & CEO Jim Cunningham so you know what to expect from the start by joining this webinar!
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