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January 2016
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Don’t Waste Your Time With Estate Planning!

Let’s face it, when that ‘nagging little voice’ in the back of your mind suggests that you might want to ‘get your affairs in order’ by designing and implementing an appropriate estate plan — a common pushback to this entirely sensible thought is that the effort is simply a ‘waste of time.’ Well, let’s examine Read More

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Don’t Forget About Asset Alignment!

Congratulations! You have just signed your Living Trust or Last Will and Testament! If you are like most folks, this is a meaningful and satisfying moment. A thoughtfully designed and implemented estate plan is the critical step to assuring that your planning goals and objectives are reached and that the wealth that you have taken Read More

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