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February 1, 2018

As 2018 begins it pays to make a few resolutions that can support your wish to leave key assets to your heirs, minimize taxes and protect finances and health care.  Here are a few for you to consider in the new year:

Advance Health Care Directive and Power of Attorney


One of the common misconceptions about estate planning is that it is limited to wills, trusts and other documents that go into effect after death.  However, making gifts while you are still alive can reduce your overall estate value for tax purposes, as well as distrib...

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August 9, 2019

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