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Six Common Estate Planning Questions

Estate planning is the preparation of managing someone’s assets in the event of their incapacitation or death. The advisors at Private Ocean frequently work with clients in partnership with their estate planning attorneys and other professionals to ensure that the client’s wishes are carried out. Here are some frequently asked questions that our advisors often receive about estate planning.

Your Personal Financial Journey

Whether you’ve just sold your business, are saving for a child’s college education, or dreaming of retirement, we have an advisor to guide you through all the important phases of your life.
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Whether you’re starting out or somewhere mid-journey, you deserve both a reassuring financial plan and an innovative investment strategy.

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From our most seasoned advisors to our client service and operations professionals, everyone on the Private Ocean team is here to serve you.

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Our Recent Articles

The Private Ocean team offers its perspective on the latest news, trends and happenings in our industry and communities.

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Do you like the idea of high-powered life planning and investment management in a relaxed, friendly setting? If you do, we should sit down and learn more about each other.