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Tag Archives: trust
If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting. If you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading
Here are 5 Common Estate Planning Mistakes you want to AVOID: You don’t have an estate plan: If you own assets exceeding $150,000 (thats owning one house!), a will is not going to protect your assets or the loved ones … Continue reading