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Tag: legacy planning

Stress Test Your Estate Plan

Posted on October 3, 2020 | by Tom
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy.

Estate plans are living, breathing Continue reading →
Posted in Estate Planning | Tagged legacy planning

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