Month: June 2021

How can you organize an estate plan review?

Building your estate plan is just step one in the ongoing process of managing your estate. Though many mistakenly believe this is the final step, you have ongoing maintenance and monitoring that lasts long after you complete the plan. Organizing an estate plan review...

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5 reasons everyone should have a will

Creating a will is a crucial step toward protecting your family should something happen to you. If you do not have one, a court decides how to distribute your assets.  Preparing a will ahead of time gives you peace of mind knowing that you have an outline for taking...

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