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Estate Planning

Do I need a will or a trust? 

Many people are confused about wills and trusts. We work with several estate attorneys who help in these matters. Call Jeff to help you connect with the right experts.

What four document does every retiree need?

Everyone over age 50 needs to have four important documents in order. They are a will or trust, power of attorney for assets, power of attorney for healthcare, an asset information sheet. Call us to find out how to get these important matters completed.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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