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Can You Relate to These Common Estate Planning Mistakes?

Can You Relate to These Common Estate Planning Mistakes?

by Marie Burns | Jul 21, 2021 | Estate Planning, Financial Planning

When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t it? And yet, human nature is that we avoid thinking about negative things, which is why the majority of Americans still...
Have You Told Your Assets Where to Go?

Have You Told Your Assets Where to Go?

by Marie Burns | Jul 5, 2021 | Estate Planning, Financial Planning

Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is still a best seller for good reason. His timeless advice is applicable across many aspects of our lives, business or...
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