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Estate Planning

You have worked hard and over the course of many years to build your assets. It’s now time to rest assured and worry free. Resource Financial Group will step in to help ensure your estate is protected well into the future through:

  • Analysis of your current estate plan and assistance with amendments or establishing a new estate plan.
  • Consultation with your attorney to ensure creation of a cohesive estate plan.
  • Assistance in properly registering ownership of your assets to correctly fund your estate plan.