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When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup

At Essential Planning, LLC we believe that as markets, investments, tax laws, estate laws and life itself grow more complex – and as our clients are increasingly inundated with data and facts instead of wisdom – what they need most is twofold:

First, a comprehensive financial and estate plan.

Second, a competent and caring team of empathetic professionals to serve as the steward and advisor of that plan to keep everybody and everything moving in the right direction.

At Essential Planning, LLC you have found such a steward. 

Congratulations!

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”

~ The Honorable Learned Hand - Judge, U.S. Court of Appeals

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