Trust & Estate Services

blum’s trust and estate planning professionals work with you to create a customized plan designed for your particular needs.

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blum’s trust and estate planning professionals work with you to create a customized plan designed for your particular needs.

Have you considered what will happen to your hard-earned assets throughout your retirement and in the event of your death? Without an estate plan, your assets will be distributed according to state law—not necessarily according to your wishes. A comprehensive estate plan can help you with the accumulation, conservation and enjoyment of the assets you’ve acquired throughout your lifetime and ensure the transfer of any remaining assets upon your death,

blum’s trust and estate planning professionals work with you to create a customized plan designed for your particular needs. Our specialists will:

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