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Why Is Flexibility in Estate Planning so Important?

Last month, we shared a good chunk of the questions we ask our clients during the estate planning process. The goal is to get to know them and their family and customize a strategy that fits their situation. But what happens when the answers to some questions are...

Estate Planning: Why This Topic Is for You

When the topic of estate planning comes up, many people assume incorrectly that the conversation doesn’t apply to them. They hear “estate” and think we’re talking only to the rich people in the room. Maybe you have thought this, too? “That’s for people who have a...