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Estate & Legacy Planning

At Savaglia Investments and Planning, we pride ourselves on putting family first. 

The Savaglia Team will help you put together a comprehensive Estate Plan—one that provides you, and most importantly your loved ones, with peace of mind. If you already have an Estate Plan in place, we will review all of the respective documents for accuracy and effectiveness; and, if necessary, re-review key decisions made in the past to ensure they're still applicable to your current situation.

Upon completion of your Estate Plan or Estate Plan Review, we will deliver a complete file containing the necessary contracts, policies, and other papers needed for seamless execution, once the time comes. An identical file will be maintained at Savaglia Investments and Planning, to aid your executor in fulfilling any final wishes.


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