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Estate and Legacy Planning

Preserve and transfer wealth to the next generation.

The legacy you've built is a testament to your hard work, and we understand the importance of maintaining it. 

 

Estate and legacy planning requires continuous monitoring and attention. Whether you have a young family and a thriving business, or you’re already retired, we can help you answer these questions:

✓ What’s the plan for the future of your business? 

✓ What are your wishes for your children and grandchildren after you pass on? 

✓ Will your estate plan resolve or cause family conflicts? 

✓ What is your philanthropic vision?

Whether you need asset titling, a charitable-giving strategy, or an overview of your estate plan, TDA Wealth Management can help ensure your long-term vision is honored.

​ Walpole Office | 85 West Street, Suite F302, Walpole, MA 02081 | (781) 449-3346

Cape Cod Office | 258 Main Street, Suite A-1, Buzzards Bay, MA 02532 | (508) 759-6761

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as TDA Wealth Management and its investment advisor representative, Cassidy King.  

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Treeful Damaso Aniceto, Inc. CPAs and its individual partners, Jill B. Treeful, Ryan Damaso, and Michael F. Aniceto, are solicitors to Integrated Partners and are not registered investment advisor representatives. Solicitors do not provide investment advice and are compensated solely for their referral services. Click here for copies of the firm’s ADV , CRS, and solicitor disclosure statement.

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