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Estate Planning

Beach Freeman Lim & Cleland's estate planning services focus on developing strategies that allow wealth to be transferred while seeking to minimize taxation.

Services include:

  • Analysis of wills and trusts
  • Charitable planning
  • Gift and estate planning
  • Uses of specialized vehicles such as family limited partnerships
  • Review of life and other insurance needs
  • We work with you to develop a plan and then assist in its implementation - all focusing on meeting your personal goals.