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ESTATE PLANNING

Estate planning is an important aspect of managing one's wealth. At MitonOptimal, we understand the complexities involved in estate planning and work closely with our clients to create a plan that ensures their assets are distributed according to their wishes.

 

Our estate planning team has the expertise required to help clients navigate the complex legal and tax regulations associated with estate planning.

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Our Estate Planning
Services include:

  • Trust Planning

  • Estate Tax Planning

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