Estate Planning 

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and after death, while minimizing gift, estate, generation skipping transfer, and income tax. 


A well thought out estate plan can protect you, your assets, and your loved ones as well as ensure that your wishes are honored during critical times in your life when you may not have a voice.


TRI Financial Services has partnered with Suren Adams, Esq. of Adams Law Office LLC to provide comprehensive estate planning services. To schedule an appointment with Suren Adams, click the button below.



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Tel: 410.880.4680

Fax: 301.776.1596

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