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Leaving a legacy

In the midst of planning for estate tax reduction, control of property, and related income tax issues, planning for “peace of mind” and family harmony often receives less attention. Addressing these issues in concert with the tax and control issues increases the likelihood of success of the estate plan.


  • Passing your values and valuables to family and charity 
  • Uncomfortable conversations 
  • Resolving issues to ensure harmony 
  • Should you have a family meeting?


Fifth Third Center
600 Superior Avenue East, Suite 2100

Cleveland, Ohio 44114

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