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WPN360
Mar 24

Who Needs Estate Planning?

Estate Planning is critical, and it isn’t just for the rich. A good estate plan is designed to allow you to transfer your assets to beneficiaries in accordance with your desires, and with minimum tax liability.   First and foremost, everyone has an estate, no matter how big or small it is. For some, this […]

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WPN360
Mar 17

Have You Completed Your Annual Financial Checkup?

It’s the end of the first quarter, which means that the looming tax deadline is fast approaching. Hopefully, you’re almost done reviewing your statements and are finishing up things with your accountant to find out what your tax liability will be. In addition, you now also have a pretty good picture of your finances, which […]

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