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Celebrating

our 10th year
blog anniversary

Day: December 17, 2015

Family Meetings: An Underutilized Tool

In our August 18, 2015 post we raised the idea of regular check-ups for your estate plan in order to keep it current. Periodic reviews help to keep you refreshed about the details of your estate plan so that it can be maintained and changed when necessary–ensuring it will carry

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