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Monthly Archives: October 2023
What are pour-over wills?
However careful you are when estate planning, there is always the possibility that you may forget something. Most people review their estate plan every couple of years, and a lot…
Does your business have a succession plan?
If you are running your own business, you understand the importance of planning. Still, in the busyness of day-to-day activities, you may forget to plan what will happen to your…
Revocable vs. Irrevocable trust: which one should I set up?
Trusts are an essential component of any estate planning process. Done right, these tools can hold assets for your beneficiaries and ensure that your wishes and legacy are honored long…
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