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Important Documents in your Planning: Advance Directives

Advances in modern medicine have made it possible to prolong the lives of seriously ill individuals without always offering realistic ...
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Do you own a 529 Plan?

If you have a 529 education plan or UTMA (custodial) account for a child or grandchild, we suggest that you ...
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Do Wills Avoid Probate?

We have talked with several clients recently who mistakenly believed that having a Will eliminates probate at the time of ...
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