Estate Planning

Estate Planning

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Estate planning can be overwhelming as it is difficult to plan for the unexpected. Procrastination is common as most people aren’t sure where to start and do not know which questions to ask. As an NCA client, you will have us by your side to help you get the right plan. Your attorney, with the aid of your Financial Advisor, can help you work through the decision-making process or understand the documents you already have. We will be with you from the initial plan to future updates. Many of our clients take advantage of our facilitation of family estate planning meetings throughout this process.

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