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Notes from Derek
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How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two...
Trust Funding: Setting Your Trustee Up for Success
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate...
Five Surprisingly Common Planning Mistakes Baby Boomers are Making
Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial...
Anita’s Blog
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