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wills and estate

Do you want a judge deciding who gets the quilt your grandmother made for you or your prized Harley Davidson? Without a will, that’s exactly what will happen. Do you want the IRS to collect a money from your assets because you didn’t take the time to plan? Take the time to put in place a plan so your loved ones are not left trying to figure it out for you.

Wealth Advisor Albany, NY


LPL Financial and Holistic Wealth Advisors do not provide tax or legal advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.