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Wills, Trusts & Nursing Home Asset Protection

8 Deadly Mistakes, The Ways Clients Routinely Destroy Their Estate Plans

8 Deadly Mistakes, The Ways Clients Routinely Destroy Their Estate Plans

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 In our seminars, we discuss  subjects most of us want to avoid: death, disability, and taxes. Many  people don’t give a thought to the certainty of their own death; yet it  will happen to each of us. Then what? 

8 Deadly Mistakes, The Ways Clients Routinely Destroy Their Estate Plans

8 Deadly Mistakes, The Ways Clients Routinely Destroy Their Estate Plans

8 Deadly Mistakes, The Ways Clients Routinely Destroy Their Estate Plans

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 We will discuss a variety of topics centered around you, your family and your estate plan. We will address the common mistakes we see well intentioned families make regularly 

5 Costly Mistakes That Parents Make

The Obstacles to a Successful Retirement and Family Legacy

The Obstacles to a Successful Retirement and Family Legacy

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 Why most wills and trusts fail to protect children and what to do about it. 

The Obstacles to a Successful Retirement and Family Legacy

The Obstacles to a Successful Retirement and Family Legacy

The Obstacles to a Successful Retirement and Family Legacy

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 The most common problems when it comes to assets in trusts: Continuity between spouses, children having a clear vision of how to treat an inheritance, peace of mind about investments and knowing how to talk with your children about your estate plan. 

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