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Estate Planning

Estate Planning 
Provides Clarity of Your Wishes

At Southshore Financial Planning, we have partnered with a third-party firm to help our clients update or establish estate planning documents. Documents are connected with an estate attorney in the state of their primary residence. 

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Estate Plan Documents:

Revocable Trusts


Last Will & Testaments


Power of Attorneys



Healthcare Directives


Funding Guides


Special Needs Trusts