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Tag: estate planning

The Top 4 Estate Planning Milestones You Need to Know About
The Top 4 Estate Planning Milestones You Need to Know About
Author: E. Michael McGervey, CFP®, CRPC®
Date: 20 Dec 2021
10 Expert Tips on Estate Planning In Ohio
10 Expert Tips on Estate Planning In Ohio
Author: E. Michael McGervey, CFP®, CRPC®
Date: 6 Oct 2021
How Current Tax Laws Can Impact Your Estate Planning
How Current Tax Laws Can Impact Your Estate Planning
Author: E. Michael McGervey, CFP®, CRPC®
Date: 24 Sep 2021
Ways The Wealthy Can Avoid Estate Taxes
Ways The Wealthy Can Avoid Estate Taxes
Author: E. Michael McGervey, CFP®, CRPC®
Date: 21 Sep 2021

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McGervey Wealth Management:
4001 Whipple Ave NW #202
Canton, OH 44718 gmap

(330) 493-9300

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McGervey Wealth Management is a financial advisory firm serving clients both nationally and locally in the Canton, Akron, and Cleveland, Ohio regions. Specializing in financial planning, investment management, business planning, retirement and legacy planning, we’re passionate about helping you achieve your financial goals.

This site does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk. Be sure to consult with a professional tax and/or investment advisor before implementing any strategy mentioned on this site.

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