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Checklist following a death in the family

Following the death of a loved one, there are several matters to tend to that can be overwhelming at best.  These include personal, administrative, financial, and legal matters.  The importance of getting organized will help in addressing things in a timely manner, as well as avoiding unwanted situations or [...]
Following the death of a loved one, there are several matters to tend to that can be overwhelming at best.  These include personal, administrative, financial, and legal matters.  The import [...]
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ALLEVIATE FUTURE ANXIETY WITH A “FAMILY LOVE LETTER”

The ultimate gift you can give your loved ones is a “Family Love Letter.” This document ensures that your family has adequate information regarding your affairs.  It organizes the paper trail you've created over your lifetime giving your loved ones the insight and direction they need.   You may have completed [...]
The ultimate gift you can give your loved ones is a “Family Love Letter.” This document ensures that your family has adequate information regarding your affairs.  It organizes the paper trail [...]
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Ten Tips for Making Meaningful Financial Decisions

  It’s important to recognize the value that careful planning today can make in helping ensure your wealth continues to support your family during and beyond your lifetime. Rather than try to impart everything there is to know about money management in this short blog, here are 10 quick tips for making mea [...]
  It’s important to recognize the value that careful planning today can make in helping ensure your wealth continues to support your family during and beyond your lifetime. Rather than tr [...]
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