Tax and Estate Planning
Tax and estate planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Longevity Financial has cultivated relationships with the industry leading accountants, estate planning attorneys, and elder needs law attorneys for the past two decades. You can trust that we only refer our clients to the best in the industry.
Some of the services we can offer referrals for:
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Tax Advisory
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Tax Planning
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Tax Minimization Planning
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Income Tax Preparation
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Estate Planning
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Wills and Trusts
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Elder Care
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Power of Attorney
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Real Estate
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