estate planning

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Your estate plan: How to secure (or tarnish) your legacy

In many ways, the way you handle your final affairs will determine how your family and friends remember you. So it’s important to get it right.

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The millionaire in the mirror!

Periodically checking on your estate plan is necessary — it can have major consequences for those you care about. This checklist from a former IRS attorney…

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Book with title estate planning law and a gavel.

Time for your midlife oil change? Your coronavirus checklist

Regardless of how COVID plays out, now is the time to start thinking about long-term planning. We are here to help.

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January: Time for your fiscal physical?

Especially considering the year we just snuck out of, now is a better time than ever to take some time to sit down and think about your long term plans.

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