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August 4, 2023
It’s (always) a great time to review your estate plan and legacy gifts
Don’t forget that August is National Make-A-Will month. Even if your estate planning documents are already in place, this is still a good time to review your will, trust, and beneficiary designations to ensure that they still capture your financial and family situation, as well as your intentions. It’s hard not to be inspired by […]
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