Green Tree Planning

Green Tree Planning Each plan will likely include some tax , liability risk assessment, and insurance (casualty and life) considerations as applicable to each client's situation.

Green Tree Planning will provide customized assistance to each client in creating a plan for their business, personal estate and the disposition of their assets on death. The services being provided do not include the construction of legal documents such as wills and trusts, the identification of specific investments, and the identification of specific insurance carriers; but, the services include assistance in locating service providers in those areas.

Address

21168 Kansas Avenue
Chestertown, MD
21620

Telephone

+14356555670

Website

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