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MD Advisor

Estate and Trust

Estate planning

Provide your loved ones with peace of mind by maximizing the after-tax value of your estate and distributing it in an orderly and equitable manner.

Trust planning

Create long-term financial security by ensuring that the needs of your dependents are always met, in sickness or in health.

Estate settlement

Relieve your beneficiaries of the complex, time consuming and stressful job of being your estate's executor.

Donor Advised Funds

Maximize your estate plan by creating a charitable legacy and benefit from tax relief.