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team-based approach offers customized financial plans and strategies tailored to each individual can achieve their long-term objectives. We coordinate with accountants, estate planning attorneys, and other necessary parties to ensure our clients have the most effective plan

Attorney Margaret T. Karl's mission is to ensure her clients' peace of mind by offering comprehensive estate planning of attorney agreements, probate court filings, Medicaid planning and applications, planned gifting, long-term care planning, tax minimization and real estate transfers

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