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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Trust

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@timothyrobertsllc.com | (734) 256-7234