I decided this month’s newsletter ought to cover a lot of the - TopicsExpress

I decided this month’s newsletter ought to cover a lot of the areas that are often missed – somewhat of a year-end checklist if you will. As many of you have experienced in meetings with me, I am a stickler for the details and we all have a tendency to overlook the little things that can really bite us (or our loved ones) if left unchecked. In this newsletter I’m going to cover two areas that are most often overlooked; estate planning and beneficiaries.

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