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Tag Archive: financial planning

  1. 5 Reasons to Have a Will

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    After our recent post on trusts vs. wills, we received questions for further breakdowns on each of these estate planning components.  In today’s post we will discuss the top 5 Reasons to Have a Will.

    Regardless of age or financial circumstances, everyone should have a will.

  2. When should I start estate planning?

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    Although estate planning is often portrayed as something to do as you near retirement. The truth is, it is never too soon to have an estate plan in place.

    While planning for the unthinkable is not how many of us prefer to spend our time. It is essential, especially if you have young children. (more…)