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Trusts & Estates
Project type
Trusts and Estates
Date
August 10, 2021
Location
Charlotte, NC
Estate planning, estate administration, advice concerning the protection of family assets from exposure to future claims and liabilities (including divorce), strategies on retirement plans and IRAs, elder law planning, and many other estate planning-related areas.
Client: Barbara R.
Barbara's husband passed away unexpectedly. The complexity of understanding and managing the physical and financial assets she had accumulated with her husband was overwhelming.
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