Posts Tagged 'Estate Planning Checklist'

6-Step Estate Planning Checklist

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As we enter the final quarter of 2016, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year.  To facilitate that process, we have prioritized a checklist summarizing what we consider to be “Six Very Important Action Items.”

One of the most critical steps in the estate planning process is to properly ...

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