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Estate Planning

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Disclaimer:

The services provided by New Dawn Financial Inc. are focused on financial, estate, and tax planning strategies and are delivered based on professional designations including CFP®, TEP, CEA, MTI, and MFA-P™. Our role is to provide guidance on tax-efficient financial planning and estate strategies; however, our services do not constitute formal legal advice, tax preparation, or investment advice. For legal matters, please consult with a licensed lawyer; for tax filings and disputes, a registered tax professional; and for specific securities recommendations, a licensed investment advisor.

Executor and Trustee appointments are personal appointments of Shannon Williams. When acting in this capacity, an estate bank account will be opened in the estate’s name with a recognized financial institution. New Dawn Financial Inc. provides administrative support but is not a Trust Company, nor a lending or deposit-taking institution.

All content on this website is provided for informational purposes only and should not be relied upon as personalized financial, legal, or tax advice. While we make every effort to ensure accuracy and timeliness, no guarantee is made as to completeness or correctness. Regulations and tax laws change frequently, and users should seek advice tailored to their specific circumstances.

By using this website, you acknowledge that no client relationship is formed until a written engagement agreement has been signed. New Dawn Financial Inc. assumes no liability for decisions made based on the information provided herein.

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