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Estate Planning

Leaving a legacy does not necessarily mean leaving your loved one a large estate.  A legacy could simply mean that you managed to not outlive your money.

Whether your estate is large or small you want to ensure that it is distributed the way you want.  We can provide you with an important overview of your assets and how they will potentially be dispersed during an estate settlement. 

In addition, we can assist you in finding an estate planning lawyer that will help you establish pertinent documents for your particular situation. 

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 Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. APFS and APA are not affiliated with any other named entity

This communication is strictly intended for individuals residing in the state(s) of FL, GA, IL, MO and NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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