From the monthly archives: March 2011

In Part I of our Estate Planning series we spoke briefly on the important documents you need to gather before reviewing your Estate Planning portfolio. In Part II, we will be looking into some of the common titles for individuals who are involved in estate planning documents.

Executor, Guardian and Trustees:


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Rarely do life decisions affect only one aspect of our overall well being. While the move into a retirement community can greatly reduce your obligations, it may also require attention to detail that is typically overlooked. Estate planning is one aspect of your decision to move that may require additional attention to detail.  In this […]

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