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5 Biggest Mistakes in Estate Planning

Like most people, you probably have the best intentions for distribution of your property after death. Unfortunately, without proper planning, your best intentions may not be enough. Here are the 5 most common mistakes people make: Failing to plan.…
Annual Estate Plan Review…

Annual Estate Plan Review Checklist

Life changes quickly and your estate plan should change with it.  Review the following items to make sure your plan will work when you need it. Durable Power of Attorney for Financial Decisions.  Have you designated the correct Primary Agent and A…