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Celebrating

our 10th year
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Month: October 2025

Legal vs. Beneficial Ownership: What it Means for Your Estate Planning

The amount of careful analysis and due diligence that good individualized estate planning requires cannot be overstated. Importantly, this process involves determining all the assets a testator has an interest in, how such interest is held, and finally how they would like to dispose of or pass on such interest(s)

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