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Newsletter – Protect Your Family and Your Assets with an Estate Plan

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Top 3 Reasons You Need an Up-to-Date Estate Plan

Read more to understand the importance of having an up-to-date estate plan and learn how it not only contemplates what happens after your death, but also protects you and your loved ones if you become incapacitated.

Estate Planning Roll Call: Important Legal Tools You Should Have

You have likely heard the term estate planning, but you may not be familiar with which legal tools typically comprise a complete estate plan. We want to teach you about the legal tools that should be included in your plan and what benefits and protections each legal tool can provide.


Do Not Become a Statistic

Whether you need to create an estate plan or update an existing one, do not put it off. The following are some scary statistics about the average American and estate plans.

Trusts can be an important Estate Planning Tool. Listen to Jim talk about Trusts on WDIY Your Financial Choices Radio Show

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