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Legacy Planning

What will your legacy be?

Proper estate planning is a crucial component to efficiently protecting and passing along your assets to your heirs. Whether it be to loved family members or to a charitable organization close to your heart, we want to make sure the goals you have for the assets you have worked so hard to build and create get carried out as you intend.

At Kelly Financial Services, we will work with your trusted CPAs and attorneys to help maximize the tax efficiency of the transfer of the assets in your estate and avoid probate.