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Monthly Archives: January 2016
Keep Your Plan Up-to-date
Successful estate plans are those that accurately express your wishes. As wishes change, the plan needs to be updated. A new year is a good time to review your estate plan and make sure it is up-to-date. Time Magazine published a … Continue reading
Posted in Estate Planning, Life Insurance
Tagged Estate Plans, Fiduciaries, life insurance, New Year, Updates
Comments Off on Keep Your Plan Up-to-date
Happy New Year!
The new year is a time of pivoting, of looking two ways at once. We look back at the year 2015 that is gone. We remember and assess. At the same time we look forward to the year to come, … Continue reading
Posted in Estate Planning
Tagged Cardinals, Family, Goals, New Years Resolutions, Planning
Comments Off on Happy New Year!
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