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Welcome to
David F. Grams & Associates, S.C.
We were established to provide financial, tax and estate planning as
well as corporate and business planning.
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What is Estate Planning?
Estate planning is the process of
analyzing assets, establishing goals and advising a plan for managing
wealth during life, minimizing taxes, and distributing wealth upon
death. |
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| Our Estate Planning Questionaire is now online in PDF form.
By completing this questionnaire, you will make the preparation of your
estate planning documents easier and, consequently, less expensive. |
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