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Time To Update Those Forms!

Hi Everyone,

Happy Wednesday!!! I hope everyone enjoyed their Thanksgiving and had a fabulous break. 

This week we’re discussing beneficiary designations. ... Read More

Now Is The Time To Expect The Unexpected

If I’ve learned anything in this lifetime it’s that anything is possible and that it’s important to expect the unexpected.  This could not be truer when it comes to estate planning.  By the time... Read More