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WPN360
Oct 19

Do I Need a Large Estate to Have an Estate Plan?

Estate planning is something that is somewhat daunting to think about, especially when you haven’t the slightest idea of where to start, what the right questions are to ask, and who to trust to handle this for you. Estate planning involves having your goals properly set, identifying your financial resources, and implementing your estate planning […]

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WPN360
Oct 19

Using Trusts for Estate Planning

When it comes to planning your estate, there are many different routes you can take according to what is appropriate for your own unique situation. In situations regarding high net worth clients, estate taxes are a sore topic for most, but the careful use of trusts in your estate plan can minimize the burden. Trusts […]

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