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Estate, legacy and intergenerational strategies
Frank Montemarano
Woodbridge, Ontario
About this service
You can contact Frank Montemarano about estate, legacy and intergenerational strategies. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.
Relevant experience
- Financial-strategy discussions covering estate and legacy strategies, as listed on Frank Montemarano’s individual profile. Coordinate legal and tax work with the appropriate professionals.
- The individual profile lists business owner considerations, estate and legacy strategies, retirement savings strategies, wealth strategies, education savings strategies, business retirement plans.
- The published approach includes reviewing the client’s situation, developing a longer-term strategy and monitoring progress as needs change.
Contact Frank Montemarano
Describe the process you need help with, the records already available and what a finished piece of work should contain.
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