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Estate Planning

      At the heart of it, Estate Planning is the process of accomplishing, and then continuing your family’s mission, the way YOU see fit.
      It’s a process. It’s a process of defining your goals, and then being able to now carry them out into the future, in an efficient manner. How can we turn our lessons and experiences into Legacies of Wisdom? 
      Estate planning, like all of our planning, is a team effort, and we work with your tax and legal professionals to ensure that your legacies, are built your way.
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Copyright © 2012 Crown Wealth Management, Inc. All Rights reserved. Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC,
​Andi Y. H. Kang, Registered Principal. (CA Insurance Lic.# 0822454). Crown Wealth Management and Securities America are not affiliated. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities America and its representatives do not provide tax or legal advice.  Please consult an appropriate advisor regarding your personal situation prior to acting on information. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. 
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