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Estate Planning

 

There are many pieces to the greater picture of personal wealth. Estate planning is one of the most important aspects of wealth management, and it should not be overlooked. Together, we’ll work to understand your wishes and put your mind at ease by helping you understand the differences between living wills, trusts, durable powers of attorney, and more. We can work with your lawyer, or we can recommend one to help ensure your legacy.

 

Tax Deferral & Planning

 

Does it ever feel like you take fives steps forward only to fall two steps behind? With a little tax planning, we can help you make the most of your earnings. Our deep understanding of tax law can help you save and plan for retirement in the most advantageous way.  Tax laws are ever changing. But at the Oeming Group, we’re ever studying the ways to help our clients get ahead, and stay ahead.

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