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Estate Planning

An estate planning strategy has two components: the accumulation and efficient management of assets during your lifetime, and the effective distribution of your assets after your death, all coordinated according to your objectives. Your particular estate planning strategy needs depend on your age, assets, health, goals, lifestyle, and an infinite number of other factors, all of which may change over time. At Sestito Financial Services we counsel our clients about their goals and concerns. We will work with your own advisors and together help provide the best plan of execution for our client’s estate.