As we celebrate Financial Literacy Month, it’s essential to recognize that financial wisdom transcends mere numbers and spreadsheets. Financial literacy encompasses principles …
Estate Planning
Estate Planning
Our estate planning strategies can provide clients with guidance and strategies to help them plan for the future and preserve their assets. We work closely with clients and their attorneys to develop customized estate planning strategies that align with their goals. From addressing taxes and ensuring proper asset distribution to providing for loved ones and charitable giving, we offer comprehensive estate planning strategies. With our estate planning service, clients can have confidence that their legacy and assets can be preserved for future generations.
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Planning for retirement goes beyond simply saving money. It’s essential to consider your income needs during your retirement years. By shifting your …
It is estimated that there are about 2.6 million people turning 65 every year in the United States and will become eligible …
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.
rfreitas@freitaswmg.com | 803-393-2441