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Two Crucial Estate Planning Steps

Two Crucial Estate Planning Steps

by Joseph Davis, EA, CDFA® | Jul 26, 2017 | Estate Planning, Financial

Estate planning remains one of the ways you can protect yourself and your loved ones after you’re gone. With the proper techniques and planning, you can help ensure that you’re remembered for the impact you had on your community and your world.

Protecting Your Assets from Probate

Protecting Your Assets from Probate

by Joseph Davis, EA, CDFA® | Apr 18, 2016 | Estate Planning, Financial Literacy

By properly planning your estate with a financial professional and an estate planning attorney, you may be able to decrease probate costs and avoid costly mistakes.

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