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Estate Planning & Wealth Transfer Tips

You’ve spent your whole life working hard and building wealth. Does your estate planning include directions for transferring that wealth? Make sure your plan works to ensure that your estate is transferred according to your wishes. You want to make sure you have control over your distribution of wealth during your lifetime as well as […]

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Wills and Estate Planning

Do you have a Will? Have you thought about Wills and Estate Planning? It’s really important… it could affect your family’s ability to provide for its needs if not done correctly. A sample from the article:  “If you care about what happens to your money, home, and other property after you die, you need to […]

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Three Essential Estate Planning Tasks

  Three Essential Estate Planning Tasks By []Elizabeth Cypers Make sure that you have the basic estate planning documents in place to protect yourself and your loved ones. Planning your estate can definitely be overwhelming and it is tempting for many people to keep putting it off, however it is very important that everyone gets […]

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